Ozzie Fishman, Financial Advisor, has more than 26 years of experience, providing investment solutions to companies, foundations, and private clients. A graduate of the University of Arizona, he is a CERTIFIED FINANCIAL PLANNER^TM professional. Ozzie is primarily responsible for analyzing the needs of our clients, designing comprehensive investment plans to address those needs, and providing wealth management for clients requiring complex trust and estate planning.

Tom Fletcher, Financial Consultant, served as a training instructor in the U.S. Air Force before entering the Investment Industry in 2001. A graduate of Wayland Baptist University, Tom is primarily responsible for analyzing current investment options and platforms, and recommending appropriate changes and upgrades. He is also primarily responsible for individual manager selection and the constant monitoring of those investments to ensure they remain the best possible choices for our clients.