Our mission is to help our clients meet life's complex financial challenges.
Beyond investments and insurance, Values Quest offers comprehensive wealth consulting, focusing on everything from education planning to coordinating and managing your retirement income.
In keeping with our client-first philosophy, we work with you to develop a customized plan designed to pursue your objectives. Using a coordinated approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality.
Our experienced team is prepared to address all of your wealth management needs. We make it a priority to stay up to date with the constantly changing financial and insurance industries through extensive continuing education programs. When you work with our firm, you can feel comfortable that your unique financial needs will be our priority.
Key areas of focus include helping individuals and families:
Accumulate wealth through asset allocation; Develop business succession strategies; Plan for college funding; Distribute income in retirement; Close life, long-term care, disability, and other insurance gaps; Review wills, trusts, private foundations, and other estate planning vehicles; Execute tax-reduction strategies
As independent financial professionals, we strive to develop, implement, and maintain a plan that targets your needs and goals as they change over time. Though the markets may be unpredictable, our service will never falter. Our goal is to select the best products for your particular circumstances and to propose cost-effective, tax-efficient solutions that meet your personal financial needs.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
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Number of Years with Current Firm
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Fee % Based on Assets
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Minimum Fee Charged for Managed Accounts
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Bachelor of Arts - Finance
Bachelor of Arts - Economics
This communication is strictly intended for individuals residing in the states of AZ, CA, GA, NV, OR. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered through CES Insurance Agency. Securities and advisory services offered through Commonwealth Financial Network®.. Securities brokerage and Advisory services are solely offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.