Jamey K Pugh, CFP®, President
Jamey has a passion for helping people build true wealth. She loves nothing more than seeing business owners and busy families achieve their dreams. Jamey helps them get there with comprehensive planning and smart financial decisions.
Jamey grew up in Arizona and graduated from University of Arizona. She lives in Scottsdale with her husband, Joel, and their two children. Jamey enjoys skiing, yoga, tennis and volunteering with Girl Scouts of America.
Thomas J Rohn, ChFC, CLU, Founder
Tom founded Rohn Financial Strategies with his wife Ann in 1997 with the core values of integrity, independence and transparency. Tom enjoys working with closely held businesses to provide cost-effective benefits through high-touch, innovative plan design.
Tom has a Masters degree from University of Washington. He lives in Carefree and enjoys mountain biking, traveling, skiing, and volunteering with the McDowell Sonoran Preserve.
Office Assistant Team
Through a partnership with our financial solutions firm, Cambridge Investment Research, Inc., we have a team of virtual office assistants for administrative support, allowing us to spend more time with our clients. These assistants are comprehensively trained and are equipped with the tools and resources to support our business model while having direct access to leverage subject matter experts at Cambridge.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rohn Financial Strategies and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA,CO,FL,IN,MD,MN,MO,NM,NC, NV, TN,VA. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge’s Form CRS (Customer Relationship Summary)
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