Our advisors

Jason Ayala

CFP®, CIMA®, ChFC®, CEPA®

Private Wealth Advisor

Learn more about Jason Ayala Visit Jason Ayala's website

Kristi Morrow

CFP®, APMA, CLTC®, CDFA®

Financial Advisor

Learn more about Kristi Morrow Visit Kristi Morrow's website

Krista Marie Tarbox

CFP®

Associate Financial Advisor

Learn more about Krista Marie Tarbox Visit Krista Marie Tarbox's website


Our team

Jamie Vargas

Jamie Vargas

Operations Manager

Qualifications

  • BS, Business Administration, Grand Canyon University, Summa Cum Laude

Roles & Responsibilities

  • Contact For: Client Service Issues, Scheduling, Marketing, Events, Social Media & Office Management
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Julian Rivera

Julian Rivera

Paraplanner,

Financial Planning Specialist

Qualifications

  • B.A. Economics & Sociology from University of New Mexico

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