Greenberg Financial Group

Dean Greenberg is a financial advisor with Greenberg Financial Group in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Greenberg Financial Group since 2001. Outside of advising, he is a 50% owner of Campbell Financial Plaza LLC, which owns the office building that houses the firm. Greenberg Financial Group is a team-based SEC-registered advisory firm with six advisors managing approximately $407 million for around 800 clients. The firm offers discretionary portfolio management and financial planning services to individuals, institutions, and nonprofit entities, employing strategies that include asset allocation, market timing, and dollar-cost averaging, alongside an active public education program.

Mark Kinney is a financial advisor with Greenberg Financial Group in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at The Leaders Group Inc, Greenberg Financial Group, and Gradient Securities, among others. Outside of advisory work, he owns OMG Gourmet Desserts, a wholesale gourmet treats business. Greenberg Financial Group is a team-based, SEC-registered advisory firm managing approximately $407 million for around 800 clients. The firm offers discretionary portfolio management and financial planning services to individuals, institutions, and organizations, emphasizing diversified strategies and active client education.

Dylan Greenberg is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Greenberg Financial Group in 2018, he worked briefly at RBC Wealth Management and Central Bank & Trust Company. Outside of his advisory role, he serves as an assistant football coach for Tucson High School. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $331 million in client assets using a profile-driven approach that includes diversified allocations, continuous monitoring, and a range of insurance products alongside investment management.

Todd Glick is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Troon Country Club and El Conquistador Golf. Greenberg Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses with a range of investment advisory and financial planning services. The firm follows a profile-driven approach to portfolio management, offering diversified allocations and continuous account monitoring, and maintains a public education program including radio and television segments and no-fee workshops.

David Sherwood is a financial advisor with Greenberg Financial Group in Tucson, AZ, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Greenberg Financial Group since 2002. Greenberg Financial Group is a team-based advisory firm with six advisors managing approximately $407 million for around 800 client relationships. The firm offers discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, charitable organizations, and small businesses, using a range of investment strategies and maintaining an active public education program.

Sebastian Borsini is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Greenberg Financial Group in 2023, he worked at Heritage Highlands from 2021 to 2023 and at Troon Golf - El Conquistador from 2018 to 2021. Outside of his advisory role, he works part-time as a server at Heritage Highlands. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $331 million in client assets. The firm uses a documented, profile-driven approach to implement diversified portfolios and offers a range of services including portfolio management, retirement and education planning, and public education programs.