At Money Wise, our sole focus is YOU.
Money Wise is a full service retirement planning firm specializing in income planning for individuals who are nearing or in retirement. Understanding the vast difference between investing and planning, Money Wise takes a holistic approach to income planning. We believe when it comes to planning start with the end in mind and education is the key.
Our comprehensive planning process will address all areas of your financial life from evaluating your spending habits, comprehensive risk analysis, income planning, social security planning to legacy planning. The end result for your detailed income plan is simple- Protect Your Financial Independence!
As fiduciaries our clients know we must always work in their behalf and best interest and they benefit from our years of experience and expertise.
In 1963, when I was 6 years old, my dad, Izzy, sold his successful restaurant business and ventured into a new career – the financial and insurance industry. Growing up, I saw my dad treating his clients like family and always looking out for their best interests. My dad’s integrity in this industry helped mold a part of who I am today. To this day, my dad, who is now in his 90s, is my mentor and influences my success! It is so gratifying to me to be able to assist my clients with bettering their financial futures. I believe in what my dad has always said: “Long after I’m gone, I want to be remembered by the wonderful things I was able to help my clients with.”
When I am not at the office, I enjoy traveling, hiking, movies, listening to music and being outdoors as often as I can! I spend as much time with my family and friends as I can, as they are extremely important to me. I have two beautiful grown daughters who are the light of my life and bring me much joy!
Being a native of Arizona, I have developed solid roots in the community I work and live in. After completing my Bachelors in Business degree from Arizona State University I knew I wanted to build a career and eventually raise a family in Arizona.
My interest in finance has blossomed into a career of over twenty years. As owner/advisor of Money Wise, it has allowed me to advise my clients in a way that really makes an impact. Serving individuals who are nearing or in retirement, I understand they are at Point A in their lives and they want to get to Point B. My firm assists by building the bridge that will take them there. There is a direct correlation between our financial and physical health and if one is out of balance, it impacts the other. I strongly believe that education is key for my clients to fully understand the vast difference between investing and planning.
I find it rewarding to get up every day knowing the positive impact my work is providing and am truly humbled to be working with the incredible families who put their trust in Money Wise.
When I am away from the office, I enjoy spending time with my husband, two boys, family and friends. My love for the outdoors is spent hiking, camping and exploring our beautiful state
I am an Arizona native and a proud graduate of the University of Arizona. I have worked in the Business Office Administration industry for over 25 years with an emphasis in Marketing and Client Relations. For the past 8 years, I have enjoyed getting to know our clients and building lasting relationships with them.
When not working, I enjoy scrapbooking, reading, traveling, hiking and spending time with my family which includes my husband of almost 25 years and 3 daughters.
As the newest member of the Money Wise team, Dawn's friendly and helpful personality are a perfect fit. Dawn was born in Minnesota but has lived in Arizona most of her life. She and her husband Mark have been married 38 years and have two grown sons. Dawn worked in the Dental profession for over 30 years and is now enjoying her role as Client Services Specialist with Money Wise. In her free time, Dawn enjoys hiking, skiing, reading and spending time with family and friends.
Lori was born in California and raised in Southern Oregon. She moved to Arizona in 2014 and was accepted into the W.P. Carey Business program at Arizona State University in 2015. She is in enrolled full-time and enjoys the busy schedule as she finds it rewarding and challenging. Working at Money Wise has been the perfect fit for her helpful and outgoing personality. She enjoys learning more about the financial industry and loves that her work is positively impacting the lives of others. When she is not working or at school she enjoys working out, yoga, spoiling her dog and traveling.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at (480) 556-6600 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.