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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chad Anderson

Financial Advisor

(480) 206-2430

Chad was born and raised in North Dakota. He and his family have lived in Arizona over the past 18 years. He is a graduate of Valley City State University in Valley City, ND. He has been married for over 26 years to his wife, Kelly and...

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Katy Rosenberry

Office Manager


Katy has lived in Arizona for the past 20 years with her family. She's originally from New Mexico where she met her husband. They are high school sweethearts and have been married for 22 years. They have 3 children together. Two grown...

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