Our mission is to help our clients meet life's complex financial challenges.
Beyond investments and insurance, Values Quest offers comprehensive wealth consulting, focusing on everything from education planning to coordinating and managing your retirement income.
In keeping with our client-first philosophy, we work with you to develop a customized plan designed to pursue your objectives. Using a coordinated approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality.
Our experienced team is prepared to address all of your wealth management needs. We make it a priority to stay up to date with the constantly changing financial and insurance industries through extensive continuing education programs. When you work with our firm, you can feel comfortable that your unique financial needs will be our priority.
Key areas of focus include helping individuals and families:
Accumulate wealth through asset allocation; Develop business succession strategies; Plan for college funding; Distribute income in retirement; Close life, long-term care, disability, and other insurance gaps; Review wills, trusts, private foundations, and other estate planning vehicles; Execute tax-reduction strategies
As independent financial professionals, we strive to develop, implement, and maintain a plan that targets your needs and goals as they change over time. Though the markets may be unpredictable, our service will never falter. Our goal is to select the best products for your particular circumstances and to propose cost-effective, tax-efficient solutions that meet your personal financial needs.
|Firm Start Year:||1999|
|Name of Broker/Dealer:||Commonwealth Financial Network|
|Name of Custodial Firm:||National Financial Services|
|States Licensed in:||AZ, CA, CO, NV, GA|
|Number of Years with Current Firm:||2|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care, Variable Annuity, Variable Life|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Hourly, Flat Fee, Based on Assets|
|Fee % Based on Assets:||1|
|Additional Details on Charges:||My goal is to do what is in my client's best interest and find solutions that work for you.|
|Minimum Fee Charged for Managed Accounts:||$0|
|Minimum Fee Charged for Hourly Planning Accounts:||$0|
|Bachelor of Arts - Finance||
Regis University - Denver, CO
|Bachelor of Arts - Economics||
Regis University - Denver, CO
This communication is strictly intended for individuals residing in the states of AZ, CA, GA, NV, OR. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency. Securities and advisory services offered through Commonwealth Financial Network®.. Securities brokerage and Advisory services are solely offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Helping people realize their dreams and goals based on their values is what drives me as a wealth manager.
I entered the world of investment management during one of the most difficult times in recent history, The Great Recession, and it was during that time I realized how I wanted to serve others. People demanded answers about how to build a better, safer financial future.
I am passionate about helping others like me build their personal wealth so they can focus on their own business, family, and passions.
My wife, Amzi, and I were married in January 2016, and in November of the same year we welcomed our daughter, Naila. Family is the foundation and reason for how I live my life and I consider my clients family.
I have been an Arizona resident for over 26 years, and this is home. In my spare time I enjoy staying active through running and exercise, taking family walks on the weekends to the playground, and spending time with our friends and family.
One of my goals is to champion the success of others. It is my thirst for knowledge, my experience as a 11 years business owner and financial advisor, and my life experiences that provides me the ability to help people.
If you are not quite sure how to build the road map to your destination, lets talk to learn more about how I can partner with you to achieve your financial and personal goals.
Tax Planning & Mitigation
We know you work hard for your money. That is why it is so important to safeguard your assets through proper tax planning. Unplanned financial transactions can result in recurring tax fees or large tax penalties, so we take into account the potential tax consequences of the financial decisions we make together. Although financial choices are rarely made solely on their tax impact, we consider their tax implications in order to protect your assets against unnecessary depletion. Tax planning looks into the possible tax implications of individual, investment, or business decisions. Whether we personally counsel you to deliver solutions or partner with a tax specialist such as a CPA, you can rely on us to work in your best interests. Because of its complexity, we have divided the topic into five planning types: ""Income tax planning ""Investment tax planning ""Gift tax planning ""Business tax planning ""Life event tax planning
As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. While some investors have a long-term strategy in place to grow their assets and manage risk within their portfolios, many do not have strategies for dealing with the tax implications that result from the distribution and transfer of the assets they have worked so hard to accumulate. Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term financial goals. As an Investment Adviser Representative of Commonwealth Financial Network®, I have the ability to offer wealth management services that address the complex financial planning issues that many of my clients face. Commonwealths Wealth Management program provides me with the infrastructure to offer you a comprehensive array of services to help plan and manage your wealth. No matter what your level of wealth, working closely with a trusted professional who knows and understands you can help you target your goals. Working together, we can help you simplify the complexities of your financial life by focusing on your wealth in a systematic way and implementing a plan that will benefit you for the long term.
Financial Planning for Businesses
Whether you spent half your life building your own company or working extraordinary hours to bring an established firm to the next level, we understand that your business may be your most significant asset. The financial success of your business has an immediate impact on the economic security of your family. For this reason, it is imperative that we work together to compose a strategic business plan. Business planning focuses on wealth management issues specific to business owners and shareholders. Without proper planning, all of your effort may not work to your benefityou may have difficulty tapping the value of your business to support your retirement, for example, or your family may lose the value of your business at your death. The wealth management process coordinates the management of your business throughout its life cycle. Business development can be divided into four different kinds of planning: 1. Operations planning 2. Risk management planning 3. Executive planning 4. Succession planning
|Mon.||9:00 AM - 5:00 PM|
|Tue.||8:30 AM - 3:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||8:30 AM - 3:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||9:00 AM - 1:00 PM|