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

WealthManagement@truwest.org

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

WealthManagement@truwest.org

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

WealthManagement@truwest.org

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

WealthManagement@truwest.org

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

WealthManagement@truwest.org

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

WealthManagement@truwest.org

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

WealthManagement@truwest.org

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...