Our Firm

Our Managing Principal:


Gerald D. Simcox, LUTCF

Gerald D. Simcox, LUTCF, has over 20 years of experience as a Financial Services Professional.  Jerry works with business owners and individuals to create sound, tax-advantaged** strategies for retirement and estate planning and  wealth  accumulation.  

Jerry is a member of the Greater Phoenix Chamber of Commerce, the Scottsdale Chamber of Commerce, Arizona Small Business Association and the East Valley Estate Planning Council.



*Ibbotson Associates, Inc. is a Registered Investment Advisor and a wholly owned subsidiary of Morningstar, Inc.

**Neither New York Life Insurance Company, nor its agents provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


Market Watch

April 19, 2019 @ 11:04 AM

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