Meet the Team

Hannah Brown, CMFC

Wealth Advisor

(480) 874-7460

(480) 889-8975

Hannah Brown started her career in financial services in 2008, during the “Great Recession.” It was then that she realized she wanted to create a comfortable, but confident approach to financial planning and wealth...

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Becca Bloom

Office Manager



Becca was born in Nashville, TN and lived there until her move to Arizona in 2019. She has many years of experience in both customer service and administrative work and loves to help others in any way she can. In her personal time,...

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