Our Team
Our Team
Our Experienced Team
Here at InTouch Wealth, our team is composed of like-minded professionals who genuinely want to help and serve others through effective financial planning and highly personalized, attentive service. We are financial advisors and CERTIFIED FINANCIAL PLANNER® professionals, which, for you, means we ascribe to high ethical and professional standards — always putting your best interests first. We are also experienced, educated and skilled in what we do, and we leverage our experience, knowledge and skills to help you pursue your lifestyle and retirement goals. We look forward to working with you!
Meet Our Team



Our Services
At InTouch Wealth, we offer personalized, comprehensive financial solutions for families and businesses in southwest Arizona. Let us help you plan, retire and live with confidence.
Our Approach
We take a relational approach to financial planning, carefully and thoughtfully taking into account your goals, dreams and circumstances as we design your custom financial roadmap.
Contact Us
If you’re ready to get started, or if you want to learn more about the InTouch Wealth team and how we can help, we’d love to hear from you. Contact our caring, experienced staff today.