Jason is the only financial advisor in Pinetop, Arizona who has obtained the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist(AAMS®) designations. With over 20 years in the financial services industry, Jason believes in investing with a plan. He is committed to helping his clients develop by providing continuous education and proposing investment plans and strategies that can help identify and prioritize their financial goals.
Brian is a Partner and specializes in the areas of Wealth Management & Strategies, Financial Planning, Portfolio Allocation Strategies, and Economic Analysis. Brian has a strong history in Financial Services. Prior to his affiliation with TD Ameritrade Institutional, he worked as a financial advisor at the largest independent brokerage firm, a mid-sized national firm, a stockbroker for a large multinational Broker Dealer, and a researcher with a local boutique investment management firm.
James has been in the financial services industry for over a decade, spending his early years as a financial marketer to existing financial advisors. This consisted of portfolio design and financial planning for clients and advisors. This experience gave him a unique view to the industry from the inside out and quickly accelerated his investment knowledge, along with his personal growth as an advisor.