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.


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