Our Mission

You work hard to provide for yourself and your family.  We help you maximize the benefits of your hard work, right now and for decades to come.  Together, we get you on track to financial freedom and peace of mind funding your family through their future.

Bekki lives in Tucson, Arizona, with her husband of more than 24 years and their daughter. Being an investor herself, Bekki is enthusiastic about deepening the pockets of investors and regularly sponsors and coordinates investor workshops. She is known for caring as much about her clients’ money as they care about it themselves.

In her spare time, she is very active in charitable causes and regularly participates in efforts to give back to her community. She works with school officials to coordinate scholastic essay contests at the middle and high school level. Every year, the winning students and their families are awarded ongoing personal college coaching that continues throughout their college career.