Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

James Kimmel

James Kimmel

President, Investment Advisor

602.788.0903

602.288.5745

Kasi Kimmel

Kasi Kimmel

Marketing Coordinator

Cassandra Good

Cassandra Good

Client Relations Manager

Chen-Yu Weng

Project Coordinator

Elda Ortiz

Elda Ortiz

Registered Client Service Associate

Laura Baldwin

Registered Client Service Associate

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.