Broker Check

Our Team

Meet the Team

Our combined experience covers over 40 years and we bring it all to the table to assist our clients.
We believe that everyone should have access to sound financial advice.

Brice Willoughby, PPC

480-209-6420

Brice started in the financial services business while attending Arizona State University. He carries the "Professional Plan Consultant" designation, a credential dedicated to employer retirement plans. As a dedicated husband and...

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Melissa Garman

Executive Assistant

480-209-6420

Melissa is an experienced financial service professional who makes sure operations are moving smoothly and clients are getting great service. Melissa is also an active wife and mother who also keeps things moving at home!

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Rick Willoughby, AAMS, AWMA

480-209-6420

[email protected]

Rick has extensive experience in asset and wealth management. He says "It is a great experience working with a team that truly cares about each other and the clients they serve." Rick enjoys time with his wife and his entire extended...

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