Our Team
How We Work
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.
Buddy Campbell, AIF
Financial Advisor
Buddy Campbell, AIF is a General Securities Representative and both a Municipal Fund Securities and General Securities Principal. He is an Accredited Investment Fiduciary (AIF). As an AIF he is held to a higher standard and is required...
Eric P Cook, AIF
Financial Advisor
Eric P Cook, AIF (Accredited Investment Fiduciary), has been a financial advisor providing education to his clients, bring clarity and simplification to their overall investment goals since 2002. He graduated from University of Arizona...
Deanna Clark
Office Manager