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Our Team

At our firm, we have the client - and only the client - in mind.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

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. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We feel with our understanding of personal finance, coupled with our training as financial professionals and active CPA's we can help people "Intentionally" 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. 

Tiffani Davey

Tiffani L. Davey, AIF®, FPQP™

Co-Founder and Financial Advisor, AIF®, FPQPTM

(623) 455-9630 ext. 111

(623) 455-9634

Lisa Jackson

Lisa Jackson, CPA

Co-Founder and Financial Advisor

(623) 455-9630

(623) 455-9634

Don Whitman

Don Whitman, CPA

Co-Founder and Financial Advisor

(623) 455-9630

(623) 455-9634

Ryan Sanford

Associate Financial Advisor



Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.