Our Team

Diana Lopez

Client Liaison/Administrator

Diana has over 25 years of financial services experience along with a degree in Business Management from the University of Phoenix. Her extensive knowledge of the industry allows her to meet the multifaceted needs of our clients.

Jessica Lucero

Advisor Assistant

A graduate of the Arizona State University with a degree in Mass Communications and Media, Jessica brings over 7 years of customer service to her position. Her work ethic and attention to detail is a great asset to the office.