Meet Our Team

Allen B.  Lorenzi, CIMA®

Allen B. Lorenzi, CIMA®

Wealth Advisor - Partner

480-203-2377

480-203-2380

Ira M.  Shapiro

Ira M. Shapiro

Wealth Advisor - Partner

480-717-4095

480-717-4097

Michael J.  Walker, CFP®

Michael J. Walker, CFP®

Wealth Advisor - Partner

480-471-5454

480-471-5450

PURSUE FINANCIAL FREEDOM

Our Mission

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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