Advisor Directory
Aaron Crowley, CFP®, CLU®, CPFA®, CPWA®
Financial Advisor
Senior Portfolio Manager - Portfolio Focus
520-615-4327Vance L. Falbaum, AWM, CIMA®, CPFA®, MLS
Managing Director - Financial Advisor
Senior Portfolio Director Group
520-615-4339Doug Mance, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
520-615-4337Richard Schaefer, AWM
Senior Vice President - Branch Director
Senior Portfolio Director Group
520-615-4324Jason Dalen, CPFA®, JD*
Senior Vice President - Financial Advisor
Portfolio Director Group
520-615-4328J. Fredrick “Freddie” Martinez, MBA
Senior Vice President - Financial Advisor
Senior Portfolio Director Group
520-615-4303Stacy Quiri, CFP®, CRPC®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
520-615-4374Joseph Ballantyne
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
520-615-4354