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Mesa, AZ Office

Team
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Public Safety Financial/Galloway logo

Public Safety Financial/Galloway

Supported

Firm-wide stats for Public Safety Financial/Galloway

Total advisors

1

Across 2 offices

Clients per advisor

74 High

Avg AUM per client

$241,645 Very Low

HNW client ratio

0% Very Low

About

Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public‑sector entities, municipal defined contribution plans and plan participants, while also maintaining relationships with individual and high‑net‑worth clients. The firm provides discretionary portfolio management through its PSF/Galloway Portfolios (Venture, All‑Inclusive, ETF Active and Passive) and offers participant‑level services such as enrollment assistance, self‑directed brokerage access, and investment allocation advice.

Investment recommendations are built from model portfolios and third‑party research (including Morningstar) and are tailored to each client’s stated objectives and risk tolerance, with the firm’s Investment Oversight Committee and portfolio manager reviewing holdings at least annually. PSF/Galloway manages accounts on a discretionary basis, communicates with clients at least annually, and provides quarterly reporting in addition to custodian statements.

What distinguishes the firm is its explicit focus on public safety personnel and municipal plans: it contracts with public safety organizations to deliver financial education and training and has an engagement with the Public Safety Personnel Retirement System of Arizona to provide member education and advisory services. The firm is also affiliated with an insurance agency (Public Safety Financial Insurance), notes that several IARs are licensed to sell life insurance and may receive commissions, and employs some financial advisors who are full‑time public safety employees working part‑time for the firm under conflict‑of‑interest controls.

Based on Public Safety Financial/Galloway

Expertise

Retirement income strategy General retirement planning

Based on Public Safety Financial/Galloway

Occupation focus

Public Service Employee Retired

Based on Public Safety Financial/Galloway

Demographic focus

Mid-Career Professionals Approaching retirement

Based on Public Safety Financial/Galloway

Location

1138 N Alma School Rd, Suite 201

Mesa AZ 85201

Advisors at this office

20

Advisors at this office

user avatar

Bryan J

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Bryan Jeffries is a financial advisor at Public Safety Financial/Galloway with a Series 65 credential and over 28 years of experience in public safety, including service with the Mesa Fire Department. He previously worked at IAFF-Financial Corporation before joining his current firm. Outside of his advisory role, he consults for real estate developers, assisting clients in navigating city bureaucracy. Public Safety Financial/Galloway serves individuals, high-net-worth clients, and participants in municipal defined contribution and deferred compensation plans, focusing on public safety personnel. The firm offers discretionary portfolio management, model-based investment programs, financial planning, and education services, using third-party research and client risk assessments to recommend customized or model strategies.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Andrew E

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Andrew Evans is a financial advisor at Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 license with three years of industry experience. He has worked with Modern Wealth Management, LLC since 2025 and serves as a Sergeant with the City of Orange Police Department, where he supervises field personnel and manages operational duties. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management and participant-level services, with a focus on public safety personnel and municipal plans through financial education and advisory engagements.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
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Mark E

Series 65, Series 66

Mesa, AZ

Public Safety Financial/Galloway

Mark Ewings is a financial advisor at Public Safety Financial/Galloway with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Galloway Asset Management since 2021 and Modern Wealth Management since 2025. Ewings also serves as a sergeant with the City of Tucson Police Department. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, focusing on public safety personnel and municipal plans through financial education and advisory services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
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Elyssa S

CFP®

Mesa, AZ

Public Safety Financial/Galloway

Elyssa Selvidge is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Public Safety Financial/Galloway. She has previously worked with RSL-AZ and Galloway Asset Management, LLC, and is also involved with Modern Wealth Management, LLC where she provides financial education and recommendations to clients. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management and participant-level services, with a focus on public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
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Shane K

Series 66

Mesa, AZ

Public Safety Financial/Galloway

Shane Knoll is a financial advisor at Public Safety Financial/Galloway with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Modern Wealth Management, LLC, Purshe Kaplan Sterling Investments, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his financial career, he is a stylist consultant selling nail polish with Color Street. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios tailored to clients' objectives and risk tolerances, with a focus on financial education and advisory services for public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Magdalena E

Series 63, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Magdalena Eberhardt is a financial advisor with Public Safety Financial/Galloway, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with firms including Purshe Kaplan Sterling Investments and Galloway Asset Management, where she held operational roles. Eberhardt also serves as a board member for the City of Phoenix Firefighter Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a focus on financial education and advisory services for public safety personnel.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
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Joe C

Series 63, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Joe Connell is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ. He holds Series 63 and Series 65 designations and has 23 years of industry experience. His prior roles include positions at Modern Wealth Management, Galloway Asset Management, Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Valic Financial Advisors. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management using model portfolios and third-party research, with a focus on public safety personnel and municipal plans through financial education and advisory services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Johnny H

Series 66

Mesa, AZ

Public Safety Financial/Galloway

Johnny Hernandez is a financial advisor at Public Safety Financial/Galloway in Mesa, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Martinsen Wealth Management, Morgan Stanley, Modern Wealth Management, and JPMorgan Chase, among others. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm emphasizes discretionary portfolio management and financial education for public safety personnel and municipal plans through tailored investment strategies and participant-level services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
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Brian J

CFP®, Series 63

Mesa, AZ

Public Safety Financial/Galloway

Brian Jutting II is a CFP® professional with 13 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has prior experience at Modern Wealth Management, LLC and THE Vanguard Group, Inc. He holds a Series 63 license. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a focus on public safety personnel and municipal plans, delivering financial education and advisory services tailored to clients’ objectives and risk tolerance.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Andrea A

CFP®, Series 65

Mesa, AZ

Public Safety Financial/Galloway

Andrea Alley is a Certified Financial Planner (CFP®) with 14 years of industry experience. She is affiliated with Public Safety Financial/Galloway, where she has worked in various capacities since 2007. She is the owner of Public Safety Financial, the parent entity of Galloway Asset Management, through which she conducts her advisory business. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm offers discretionary portfolio management built on model portfolios and third-party research, with a particular focus on public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Cody C

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Cody Carmichael is a financial advisor with Public Safety Financial/Galloway, holding a Series 65 designation and having 13 years of industry experience. He has worked with Galloway Asset Management since 2012 and Modern Wealth Management since 2025. Outside of advisory work, Carmichael serves as a police detective for the Glendale Police Department in Arizona. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and provides financial education and advisory services specifically tailored to public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Christopher H

Series 66

Mesa, AZ

Public Safety Financial/Galloway

Christopher Hoerchler is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ. He holds a Series 66 designation and has 19 years of industry experience, including roles at Galloway Asset Management, Modern Wealth Management, and Cetera Advisors. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Casey J

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Casey Johnston is a financial advisor with Public Safety Financial/Galloway based in Mesa, Arizona. He holds a Series 65 designation and has 11 years of industry experience. Prior to his current role, he spent 20 years with Chandler Fire, Health, and Medical. Johnston is also an insurance agent authorized to sell fixed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, offering discretionary portfolio management and participant-level services. The firm focuses on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Cale D

CFP®, Series 66

Mesa, AZ

Public Safety Financial/Galloway

Cale Doda is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at notable firms including The Vanguard Group, UBS Financial Services, and Galloway Asset Management. Outside of financial advising, he is involved as a co-owner of Brassica Transportation Services LLC. He is affiliated with Public Safety Financial/Galloway, an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm emphasizes discretionary portfolio management tailored to client objectives, with a particular focus on serving public safety personnel and municipal plans through education and advisory services.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
user avatar

Brian D

Series 65

Mesa, AZ

Public Safety Financial/Galloway

Brian Delfs is a financial advisor with Public Safety Financial/Galloway in Mesa, AZ, holding a Series 65 license and 12 years of industry experience. He has worked with Galloway Asset Management since 2014 and Modern Wealth Management since 2025. Outside of advising, Delfs serves as Fire Chief and CEO of both the Avra Valley and Three Points Fire Districts, managing operations and budgets for these rural government fire districts. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual clients. The firm delivers discretionary portfolio management through a range of model portfolios, tailored to client objectives and risk tolerance, with a particular emphasis on public safety personnel and municipal plans.

Retirement income strategy General retirement planning Public Service Employee Retired Mid-Career Professionals Approaching retirement
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