About Us

Our team of financial planning professionals are equipped to address a wide variety of needs for families at all stages of life — from retirement and investment planning, to wealth management, estate planning, college planning, insurance planning and more. Let the family-focused InTouch Wealth team help you plan, spend and retire with confidence.

Serving business owners in southwest Arizona and beyond, InTouch Wealth offers a wide range of services to meet your unique needs. We’ll help you take care of the details of running your business so you can focus on the bigger picture and get back to enjoying the things that matter most to you. From cash flow analysis, to tax strategies, retirement plan services and more, we’re here for you.

We start by understanding clients as people with goals, dreams, businesses, families, and passions. We develop connections that go beyond money and finance to make recommendations that help get you where you want to be.

We’re committed to thorough communication and sharing all we know about what we recommend. It’s essential to maintaining trust and confidence in our partnership and in your long-term financial plan.

We do the work to understand your complete picture so we can offer finely tailored advice. Your finances have broad implications on all you want to do in your business and life so we’re careful to understand it well.

We’re committed to being responsive, accessible, and to maintaining a teacher’s heart. But more than that, we’re genuinely interested in knowing our clients so we can truly personalize their experience and roadmap.