Chuck Smith
President and CEO

 

W: 480-545-8390

M: 480-332-1230

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Aaron "Ret" Retford
Investment Representative

 

W: 480-545-8390

M: 623-238-4147

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Chad Nuckles
Insurance Representative

 

W: 480-545-8390

M: 435-503-5536


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Andrea Roberson
Client Concierge

 

W: 480-545-8390

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Aaron Dewey
Paraplanner

 

W: 480-545-8390


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Academy Advisors

 

We started our firm in 1999 with the unique idea that our team would be staffed entirely of financial specialists with advanced degrees and credentials, and that the delivery of product would merely be incidental to offering the highest quality analytical analysis.