Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Investment Management

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022

Community participation

Community is a core value of our team, and part of our mission is helping to make a lasting positive impact across generations. We support our communities through individual and team volunteerism, fundraisers, and helping clients plan philanthropic giving. Some of the organizations and events our team actively supports include:

  • Community Food Banks
  • Hopeful Hearts Foundation
  • Ronald McDonald House
  • Pat Rupp Memorial Golf Tournament
  • Special Olympics
  • Therapeutic Riding of Tucson

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide for our clients every day.

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