Leadership Team

Thomas J Rohn, ChFC, CLU

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Tom has been helping small businesses with employee benefits and financial planning for more than 30 years. He helps business owners make solid financial decisions that guide their businesses toward success. 


Tom has a Masters degree from University of Washington. He lives in Carefree with his wife and business partner, Ann. He enjoys waterskiing, mountain biking, traveling, and spending time with his family.



Ann Kay Rohn, LUTCF

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Ann has more than 30 years of experience helping clients with life, long-term care, and Medicare insurance.  She is available to assess Medicare beneficiaries personal healthcare needs and identify Medicare plans that match those individualized requirements.  


Ann graduated from Florida State University and is a big fan of FSU football.  She has a Master's degree from University of Richmond.   She enjoys traveling, reading and going to plays with her grandchildren

Jamey K Pugh, CFP®

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Jamey has a passion for helping people build true wealth. She loves nothing more than seeing small business owners achieve their dreams, and she helps them get there with employee benefits 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 daughters. She enjoys skiing, yoga, and volunteering with Girl Scouts of America and Career Connectors.

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