Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Call Us
(480) 556-6600 Visit our office

Here’s our story. We look forward to hearing yours.

At Money Wise, our sole focus is YOU.

About Our Firm

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.

Meet Our Team

Nancy Fromm, co-owner

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!

Cristina Acosta, co-owner

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

Kelly Golner, marketing & client development

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.

Dawn Carter, client service specialist

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 Siegel, Director of First Impressions

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.




Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 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.

Request Our Retirement Kit

Request our retirement kit that addresses several topics you should consider when planning your retirement.
  • we’re here to help you Retire with Confidence.

    services we offer

    attend a class

    request a consultation
    Privacy Policy | Terms

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Money Wise is not affiliated with the US government or any governmental agency. 648072