Brandy quickly made her mark in training Financial Advisors in how to utilize industry-leading financial planning software with Retirement Analyzer by Thomas Gold Solutions. As a graduate of Lewis-Clark State College with a degree in Elementary Education, she has a gift in teaching complex financial analysis and reporting to the clients of the firm.

Brandy is working toward earning her Series 65 – Uniform Investment Adviser Law Exam License. She holds the Arizona Life and Health Insurance Producers License.

Brandy enjoys traveling to Rodeo competitions with her husband Travis and their two daughters Rannyn and Rylee.

Tori began working in the Financial Services Industry in 2022 while completing her bachelor’s degree. She is a first-generation college graduate with a bachelor’s in business management from Colorado State University-Pueblo. Tori’s experience provides a rich background in customer service ensuring a seamless experience for our clients. She strives to get to know our clients and to be of assistance in any way that she can. As a highly motivated individual Tori is always taking on new challenges and constantly setting goals for herself. She brings professionalism to our office paired with friendly customer service and a passion to help others.

Tori is working toward earning her series 65 – Uniform Investment Advisor Law Exam License. She also currently holds Life and Health Insurance Producers Licenses in the state of Arizona as well as Colorado.

As a Colorado native Tori enjoys exploring the outdoors, traveling, cooking, attending Colorado Avalanche games, and spending time with her family.

Andy has excelled in the financial services industry from the onset of his career. He draws on his unique experience from his prior role as an account representative, eventually earning his way into a management roll of an INC. 500 company, where he coached prospective clients in what to look for in connecting with the right financial advisor. Today, he continues with that very same focus in positioning prospective clients, and clients alike.

Andy is working hard towards earning his Arizona life and health Insurance producer license.

Andy enjoys playing Tennis, attending University of Arizona Wildcat sporting events, and camping trips with the family at Roosevelt Lake.

Carter Turbett is a driven financial professional and a dedicated graduate student specializing in finance and data analytics. Having obtained a bachelor's degree from Iowa, Carter is currently pursuing a dual master's program, immersing himself in the intricacies of finance and data analytics to stay at the forefront of industry trends and practices.

Carter is actively working towards obtaining the Chartered Financial Analyst (CFA) designation, solidifying his expertise in investment analysis and portfolio management. He currently holds a Series 65 License.

In his free time, you can find Carter hitting the gym, staying active with his dog, or spending time with his family.