Meet the Team
Devin Welch, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®
(520) 232-0506
I started in the business over 20 years ago. I grew up with an Ibbotson chart taped to my wall and was fascinated by the power of compound interest. I earned my degree in Economics, started working in the industry, and the rest is history.
Eric Mattingly, CFP®
CERTIFIED FINANCIAL PLANNER™
(520) 232-0506
From the time my dad and I purchased our first stock when I was a teenager, I’ve been interested in markets, analysis, and finance. That interest in numbers first led me into engineering before diving into a career as an advisor.
Gianna Massa
Operations Manager
(520) 232-0506
After graduating college, I started my career in 2016 working as a legal assistant for a title company which piqued my interest in the financial world. Beginning in 2018, I furthered my...
Michael Treiberg,
CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®
(520) 232-0506
I began working as a financial advisor in 1997 at a Fortune 500 Company for several years, I soon realized the only way I could be an objective, trusted advisor without the typical conflicts of interest was to become independent.
Rachelle Amavisca
Administrative Assistant
520-232-0506
My Background and What Brought Me Here: Following my high school graduation, I began attempting different career paths when I started college. I was suddenly given this brand-new opportunity to work in finance as an administrative...
Victor Levi
Client Service Associate
(520) 232-0506
After studying Communications at Baylor University, I began my professional career working in the back office for a trust company that served as custodian for IRA accounts. Our company...