Our Firm

 

Our firm is local and personable. The firm is structured so that Andy can personally meet with and advise clients when they come for a consultation. Andy’s team supports him by striving to provide excellent customer service in a timely manner.

All of our clients are greeted warmly by name when they visit our office. The new, comfortable, spacious office is specifically designed for a financial practice. It also features a fireplace and plenty of natural light to create a welcoming atmosphere.

Andy’s Associates

Kay Baker – Registered Assistant

Kay joined Andy Tomlinson Wealth Management in 2003.  She wears many hats in the office including customer service, trading, portfolio reviews and office supervision.  She was Series 7 registered in 2006 and took the Series 66 exam in 2010.  Kay also holds an Arizona Life and Variable Annuity license. Kay was formerly the Finance Director for the City of Prescott.  She enjoys hiking with friends, sewing, home decorating, reading and visiting with her family in Portland, Oregon.

Sue Lovell – Registered Assistant

Sue joined our staff in 2006 as a computer systems person.  She is now licensed as a Registered Assistant.  Sue holds both Series 7 and Series 66 licenses.  She also holds an Arizona Life and Variable Annuity license.  Her background in the information technology/telecommunications industry is extremely helpful for our office.

Candace Tomlinson - Marketing Associate

Candace joined the staff in 2004 on a temporary basis and is still here. Her responsibilities include advertising, assisting in client services and coordinating seminars and programs. Her background includes a Master of Gerontology degree (the study of aging) and years leading the Alzheimer's support groups.

Sonja Butterfield – Receptionist

Sonja is the “Director of First Impressions”. She answers the phone and makes clients visiting the office welcome, offering directions, beverages and goodies. Sonja has extensive office experience and has been working for Andy since 1999.  Born in Germany, she set foot on American soil for the first time in September, 1959 and became a citizen in January, 1963.

Patricia Glau – Registered Assistant

Pattie has worked for Andy since 1987 and has become a friend to many of our clients. She services clients' day-to-day investment needs. She has a Series 11 license.  As of June, 2010, Pattie retired, but will continue to work on a part-time basis.

Marie De Vito – Staff Associate

Marie began working in our office in April, 2004.  Her organizational and data entry skills are used in all aspects of the office.  As technology continually evolved, so has Marie's ability to work with new computer programs.  (The simple shredder has become one of her favorites though!!)

Support Services

Investment and related consulting services are provided through Geneos Wealth Management, Inc.. Transactions are cleared through Pershing, LLC., one of the largest clearing firms in the world.