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Theodore D

CFP®, ChFC®, Series 63, Series 65

Flagstaff, AZ

Dwyer Financial, LLC

Theodore Dwyer is a CFP® and ChFC® with 46 years of industry experience. He is the principal of Dwyer Financial, LLC in Flagstaff, AZ, where he has worked since 2017. Prior to that, he held roles at R.M. Stark & Co., Inc., Arizona Central Credit Union, and various insurance companies over a span of nearly four decades. Dwyer Financial provides investment advisory services to individuals, trusts, pension and retirement plans, businesses, and charitable organizations. The firm employs fundamental analysis to construct portfolios, often using no-load or institutional mutual funds, and regularly incorporates private and alternative investments for qualified clients.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Gabrielle F

Series 65

Flagstaff, AZ

Dwyer Financial, LLC

Gabrielle Fitzwater is a financial advisor at Dwyer Financial, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Me Financial PLLC and various insurance companies. Outside of financial advising, Fitzwater is the owner and web designer of Solette Media, a web design business based in Flagstaff, AZ. Dwyer Financial provides investment advisory services to individuals, trusts, retirement plans, businesses, and charitable organizations. The firm employs fundamental analysis to construct portfolios, offers access to SEI asset allocation models, and includes private and alternative investment offerings as part of its services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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