Nancy has 30 years in the retirement planning industry. She maintains a Series 65 license and is a fiduciary. Growing up, Nancy watched her dad, who worked in the financial industry, treat his clients like family and admired how he looked out for their best interest. Her dad’s integrity in this industry helped mold a part of who she is today. Nancy has found her passion working with clients and really enjoys working with women to empower and educate them so they can make the best financial decisions. Nancy has two adult daughters who are the light of her life and bring her the utmost joy. When she is not in the office, she enjoys traveling, hiking, movies and being outdoors as often as possible.
Cristina has 22 years in the retirement planning industry. She maintains a Series 65 license and is a fiduciary. Cristina is a native Arizonan and has developed solid roots in the community she works and lives in. After completing her Bachelor’s degree from Arizona State University, she knew that she wanted to build a career and eventually raise a family in Arizona. Cristina strongly believes that education is key for her clients to fully understand the vast difference between investing and planning. Cristina enjoys helping her clients plan for their retirement years and finds it particularly rewarding working with women to empower and educate them so they can make the best financial decisions. When Cristina is away from the office, she enjoys spending time with her husband and two boys, and other family and friends. She loves exploring the outdoors, hiking, camping, and discovering more of our beautiful state of Arizona.