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 and enjoys mountain biking, traveling, skiing, and volunteering with the McDowell Sonoran Preserve.
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, tennis and volunteering with Girl Scouts of America.
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