Our Team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Buddy Campbell, AIF

Financial Advisor

(602) 980-1171


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...

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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...

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Deanna Clark

Office Manager

(602) 277-0440


Deanna Clark, Office Manager, graduated from WIU with a BS in Business Administration in Computer Information Science. She has been in the securities and insurance industry for most of her career and has been with this office since...
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