Top financial advisors working with founders and business owners in Safford, AZ

Tyson Richins is a CFP® professional with 18 years of experience in the financial services industry. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as President of the Eastern Arizona College Foundation and as Chairman of the Central-Jackson Heights Fire District board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and employs a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Nathan Sorensen is a financial advisor with United Advisor Group and Insight Wealth Management, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at SCF Investment Advisors and Freeport-McMoRan, Inc. Outside of his advisory role, he is president of Sorensen Financial, a small CPA firm providing tax preparation, bookkeeping, and consulting services, and is also a licensed insurance agent selling fixed life insurance products. United Advisor Group offers investment management, financial planning, and family office services to individuals, small businesses, trusts, and charities. The firm employs a mix of discretionary portfolio management strategies, combining strategic and tactical asset allocation with fundamental and technical analysis tailored to clients’ risk tolerance, tax strategy, and time horizons.

Derek Kartchner is a Series 65 licensed financial advisor with The Partners Wealth Management and has one year of industry experience. He has served as President and Managing Member of Gila Insurance Group LLC since 2016. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers both customized portfolios and model-based management, utilizing internal models, third-party managers, and the Amplify Platform for client account management.

Tanya Bishop is a financial advisor at GWN Securities Inc. with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she is involved with Elite Financial Services, LLC, where she provides tax preparation, financial education, and assistance with budgeting and debt management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.