Professional Alliances

I network with a number of professionals to share ideas and develop and challenge each other with the best products and practices for clients. Doing this keeps me fresh with ideas relating to the planning, protection and growth of your wealth. There is no revenue sharing, or referral fees to or from these high quality firms. If fees are an issue for you, you might ask if there is a junior associate at the respective firm that could bill at a lower rate. In doing so, you have at least established a relationship with a high quality firm. 

As I add to this selection of alliance relationships, ask yourself: Does my current financial advisor take a 360 degree approach to my financial situation?

Collaborative Financial Planning Relationships

Jeff Withington, CFP, Withington Financial, Denver, CO

Legal Resources

Rex Ritchie, JD. Advisor Group Advanced Sales, Oakdale, Minnesota

Greg Kruzel, JD*; Braun Siler Kruzel, Scottsdale, AZ (Estate and Business Planning)

Emily Kile, JD*; Kile and Kupiszewski LLC, Scottsdale, AZ (Estate and Elder Law)

Kimberly Kur, JD*; The Arizona Community Foundation (Charitable Giving)

Actuarial and Retirement Plan Service Providers

Alan Gold, CPA*; Matthews, Gold, Kennedy and Snow, Phoenix, AZ

Theresa Conti, QKA, APR, ERPA*; Sunwest-Pensions, Tempe, AZ

Accounting Resources

Gary DeBernardi, CPA*, Tempe, AZ

Craig King, CPA*, Partner, EideBailly, Phoenix, AZ

Julie Prue Cauich, CPA*, Shareholder, Hunter, Hagen and Company, Ltd., Scottsdale, AZ

Property/Casualty Insurance for Individuals, Businesses and Workers Compensation

Hill and Usher*, Phoenix, AZ

Group and Individual Medical Insurance and Medicare Supplements

Paul Hershenberg, CPFA, Hershenberg and Stone-Walsh Insurance Services, Tempe, Arizona

Michael Nitchen, LUTCF, CLTC, (480) 231-8788

* These listed entities and individuals are not affiliated with Woodbury Financial Services., Inc.