Our Team

Darrick Zahlmann

(623) 583-6840
(623) 332-8942

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One of the most important lessons I learned as a student at Arizona State University is that becoming a great financial planner is all about understanding the needs of clients and recognizing that everyone’s economic and life situation is unique.

While I’ve been helping my clients (affluent individuals, professional athletes and families and their closely held entities) meet their financial goals for over 10 years now, that message has become even more apparent. I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services.

I currently hold the Series 7 and Life and Health licenses and was awarded the 2015 Five Star Wealth Manager award*. I serve in a variety of community and professional activities and am currently involved with Future for KIDs and Helping Hands for Freedom. I graduated with a Bachelor of Science degree from Arizona State University. Contact me today to arrange a meeting. Working together, we will create a plan to help meet your needs

*The Five Star Wealth Manager award is based on 10 objective criteria. The award is not indicative of the award winner’s future performance. For more information on the Five Star Program and the research and selection methodology, click here.

Damon Zahlmann

(623) 583-6840
602-820-0907

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A cornerstone of financial planning is the recognition that everyone’s economic life and situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

Damon has over 10 years of experience working with affluent individuals, professional athletes and families and their closely held entities. He holds the Series 7, 66 and Life and Health licenses. Please contact Damon to arrange a meeting.

Lucy Contreras

Receptionist

Gena James

Service Assistant

Kathleen Forister

Office Manager

Brenda Katis

Investment Advisor Representative

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

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