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Team Spotlight

Tiffany Valentine
President and Wealth Advisor

Since my last update, life has continued to move quickly in all the best ways.

Avery has officially started her freshman year at Grand Canyon University and is working toward nursing, while Travis is now a sophomore and busy with football, school, and beginning to explore his interest in aviation. It has definitely been an adjustment having one child away at college, but I’m trying to embrace this new season and find ways to make the most of the time I get with each of them.

One of my favorite things lately has been having the opportunity for some one-on-one time with the kids. Travis and I recently took a quick trip to Michigan to visit my dad, brother, and his family, and Avery and I took a weekend trip to Seattle this fall during one of her off weekends from school. As the kids get older and life gets busier, I’m realizing just how special those individual trips and little pockets of uninterrupted time really are.

At the office, it has been an equally full season. We’ve spent a lot of time helping clients navigate everything from retirement and charitable giving to family transitions, tax planning, lending decisions, and the many unexpected questions that come up along the way. Those conversations continue to remind me that what we do is about so much more than investments. It’s about helping people make thoughtful decisions and feel confident about the path ahead.

We’ve also continued working on ways to improve how we serve our clients, including using new technology and AI to help our team research more efficiently, prepare more thoroughly, and ultimately spend more time focused on the people we serve.

As we head into the final few months of the year, I’m grateful for this season, for our team, and especially for the families who continue to trust us to be part of their lives. I hope you and your family have a wonderful fall and enjoy the beginning of the holiday season.

Laurie Stack

This statement is a testimonial by a client of the financial professional as of 11/07/2024. The client has not been paid or received any other compensation or making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #685558.)

Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)

Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)

Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)

Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)

David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)

Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)