Experience Makes all the difference
Our client relationships are built around thoughtful financial planning. We are focused on understanding and meeting the unique needs of each client. Our investment strategy involves growing core portfolios, while managing risk through tactical asset allocation.
Peter Y. Choy, AIF®, CRPC®, CRPS®
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Retirement Plan Consultant
Endowment & Foundation Consultant (EFC)
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602-957-5145
Theresa Campbell "Terri" Thorson, CFP®, CIMA®
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Wealth Advisor
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520-748-3629
Michael Y. Choy
Vice President - Wealth Management
Financial Advisor
Wealth Advisor
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602-957-5157
Ryan D. Freberg
Vice President - Wealth Management
Financial Advisor
Wealth Advisor
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602-957-5186