Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
John Farmer
Owner/President
John's background showcases his diverse background and passion for teaching, adventure, and helping others. John, a native of Shreveport, Louisiana, ventured to Prescott, Arizona in 1987 to pursue his education at Prescott College. In 1992, he graduated with an undergraduate degree in Education and later obtained his Master of Arts in Education. For nearly two decades, John immersed himself in the field of education and wilderness guiding. He led groups, and individuals on outdoor adventures, including backpacking, skiing, rafting, climbing, mountaineering, and fishing expeditions. He was also a classroom instructor. This hands-on experience fueled his love for teaching and cemented his role as an educator. In 2007, John made a career transition into the financial services industry, driven by his passion for teaching and assisting others. He currently holds a Series 7 license, Series 66 license, Arizona Life, Accident, and Health license, and is an Accredited Investment Fiduciary (AIF®). With his credentials, he is approved to conduct business in 15 states. Serving hundreds of individuals and households across the United States, John continues to empower people through financial education and guidance. In addition to his financial services endeavors, John shares his knowledge as a teacher at Yavapai College in Finance in Prescott, Arizona. He also actively contributes to various organizations. He serves on the board of directors with the Arizona Community Foundation (Yavapai) and the Natural History Institute. Previously, he held the position of vice president at the Central Arizona Land Trust, served on the board of Yavapai Big Brothers and Sisters, and played a role as one of the founding members of the Granite Dells Preservation Foundation. During his leisure time, John enjoys hiking, mountain biking, and fly fishing. However, his most cherished moments are spent with his daughter and two dogs. John's multifaceted background, dedication to education, and commitment to helping others make him a well-rounded and compassionate individual in both his personal and professional life.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.