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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. 

John Lebbs,

CPA, Tax Preparer

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Tina Steele

VIP Mortgage, Reverse Mortgage Specialist

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Tom Pothoff & Danny Klein

Serenity Senior Services

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Stacey Davis

Tender Care Senior Consulting

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Doug Harpold

Vistoso Funeral Home

Dianne Kelley

Health Insurance

Dave Huntoon

Eligibility Specialist
Senior Application Services

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Samantha Papas

Soreo Hospice & Palliative Care

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Tania L. Olive


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Sue Taylor-Lane,

Realtor, Assoc. Broker, e-PRO, SRS

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Glen & Robin

The Trusted Concierge

Leah Kari, CMR

Certified Medical Representative

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Nolan Reidhead, PC

Founder and Licensed Attorney
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Kristen Smith

Bradley & Smith CPA



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

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 and Chris Cox

Andy Smith and Chris Cox have over 47 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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Retirement Team

Our Local Retirement Team

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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.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

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.