Devin Welch, CFP®, AIF®

MY BACKGROUND AND WHAT BROUGHT ME HERE…

I started my career in the financial services industry in 1999, driven by a fascination with the power of compound interest. As a student at the University of Arizona, I had the opportunity to learn from leading scholars in investment theory and behavioral economics, which helped to cultivate my investment thinking. After earning my degree in Economics and graduating as a 4-time winner of the Mary Roby Academic Achievement Award, I began working in the financial services industry and have been helping clients achieve their financial goals ever since.

OUTSIDE THE OFFICE…

When I'm not working, I enjoy spending time with my wonderful wife and three kids. We live in Oro Valley and I'm involved in several local organizations. We attend Casas Church and have enjoyed working in the kids' ministry for many years. You can also find me on the field coaching club and high school soccer.

A FEW UNIQUE FACTS ABOUT ME…

I played baseball at the University of Arizona and enjoyed traveling around the PAC-12 and competing in different places and environments. My favorite games were against our in-state rival, Arizona State University, where you would have an opportunity to see how engaged fans can be. However, as a catcher, my knees are paying the price today. 

Also, we own two llamas named Horton and Sam. We took them in when a 4H program at a nearby property closed down, and they have become a part of our family.

PROFESSIONAL FACTS…

As a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®), I’m committed to bringing the expertise and credentials to provide my clients with the highest level of expertise. I hold Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, and 66 licenses, as well as an Arizona Insurance License and Arizona Real Estate License. I'm also a member of the Financial Planning Association® (FPA®).

I believe in a personalized approach to investment management and financial planning, rather than relying on cookie-cutter investment models. When you work with our firm, you can expect a long-term partnership focused on helping you achieve your financial goals. We act as your advocate and resource for financial decisions, and we work independently and objectively to put your best interests first.

Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.

¹ Series 6, 7, & 63 are held with LPL Financial and the 66 is held with LPL Financial and Treiberg Wealth Management.