Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Small Business
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Community participation

At Dudek & Associates we believe strongly in partnering with the community. Each of our advisors is involved in causes near and dear to their hearts. As a group we have adopted our own trail thru the Red Rock Canyon National Conservation Area: Oak Creek Canyon Trail and sponsor a bi-annual trail clean-up day the 3rd Saturday of May and September. Look for us at our various events in the community.