Team
At TruWest, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Andrew Johnson - Gilbert, Dobson & Elliot
Financial Advisor
Education BS, Information Technology, University of Phoenix CRPC designation, College of Financial Planning Series 7, 66, 9/10 registered with Securities America Arizona Life, Accident and Health insurance Licensed Career Highlights...
Darren Kennon - 52nd Street, McCormick, Dobson & Main
Financial Advisor
Education B.S., Finance, University of Arizona Series 7, 63 and 65 registered with Securities America Life, Disability and Health Insurance licensed Career Highlights Financial services industry, 1988-present Investment Advisor, Merrill...
Guy L. Austin CFP® - Existing Clients Only
Financial Advisor
Education B.S., Computer Studies, The University of Maryland Series 7, 63, and 65 registered with Securities America Life, Long-Term Care, and Health Insurance Licensed AAMS® Accredited Asset Management Specialist CFP®
Thomas Rindahl CLU®, ChFC®, CFP®, LUTCF, BFA - Priest & Warner, Superstition Springs and Thunderbird
Financial Advisor
EducationPhD, Finance, Universidad Central de NicaraguaMBA, Finance, New York Institute of TechnologySeries 6, 7, 63 and 66 registered with Securities AmericaLife, Health, Disability and Credit Life Insurance licensedLUTCF (Life...
Brent Cattani - Existing Clients Only
Financial Advisor
Education B.S., Business Management, University of Phoenix Series 6, 7, 63 and 66 registered with Securities America. Arizona Life, Accident and Health Insurance licensed Career Highlights Eagle Scout
Patrick Combs CFP® - Existing Clients Only
Financial Advisor
Education B. S., Business Administration, University of Nebraska-Lincoln CFP® certification Series 6, 7, 63, and 66 license held through Securities America Group One Life and Health Career Highlights Financial...
Bob Thompson - Howard Lane, Round Rock, Legend Oaks
Financial Advisor
Education BA, Economics, Illinois State University Series 63, 65 and 7 registered with Securities America Texas Life and Health Insurance Licensed Career Highlights Vice President and Senior Advisor Consultant (Franklin Templeton...