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Our Team

Meet Our Local Retirement Team

There are many decisions to make when preparing for a sound retirement. Our Local Retirement Team offers local and trusted professionals with goals to guide you along retirement, with peace of mind. Each of our partners are professionals you can trust to focus on providing strategies and guidance, that will help you become more confident in your retirement.

Sometimes, we find that our clients’ finances are not properly aligned with their financial goals and objectives. We believe that a complete financial review consists of working with an experienced team of professionals who have combined experience in asset planning for retirees and pre-retirees.  By partnering with qualified attorneys and tax professionals, we can also help ensure that your legal documents are in order, and that you have a tax-efficient plan for the preservation and distribution of your retirement assets. 

Wendy Harn

Morris Hall PLLC
www.morristrust.com

Read her Bio

John Lebbs,

CPA, Tax Preparer
www.johnlebbscpa.com

Read his Bio

Cindy Hartin

Beacon Senior Resources
www.beaconseniorresources.com

Read her Bio

Tina Steele

VIP Mortgage, Reverse Mortgage Specialist
tinasteele.vipmtginc.com

Read her Bio

Tania L. Olive

Realtor
www.tierraantigua.com

Read her Bio

 

 


For more information on contacting our partners, contact us at (520) 318-5505 or partners@smithandcoxllc.com

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.

Andy Smith & Chris Cox
Founders of Smith and Cox



Andy Smith and Chris Cox have over 40 years of combined experience in the financial services industry. A full service and comprehensive firm, they are aligned with some of Southern Arizona's trusted professional's who understand the responsibility of expert advice.
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2016



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Neither the company, nor its agents or representatives may give tax, legal, or accounting advise. Individuals should consult with a professional specializing in those areas regarding the applicability of this information to his/her situation.

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The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.