Phone: 480-284-6820
Fax:      480-284-6825

Our Team

Alan D. Schmidgall


Craig J. Tolzman

​Vice President

Tara Rupsch

Office Manager

Jacob W. Parish

Financial Advisor

Jared C. Tolzman

Financial Advisor



Our Services

  • Retirement Planning
  • Educational Funding
  • Estate Planning            
  • 401k’s
  • TSA/403b’s
  • Investment Asset Management
  • Long-Term Care Insurance
  • Disability Insurance
  • Life and Health Insurance

Securities and Advisory services offered through Geneos Wealth Management, Inc.  Member FINRA/SIPC

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