Our Firm

Investment Consulting

Our firm is local and personable. When it comes to investment consulting, 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 BakerKay Baker – Registered Assistant

Formerly a City Finance Director, Kay has worked with Andy since 2003. Kay has been Series 7 registered for General Secutiries since 2006 and completed the Series 66 examination for secutiries agents and investment advisors in 2010. Kay also holds an Arizona Life and Variable Annuity license. Along with being office manager, she provides customer service, prepares portfolio reviews and executes trades. In her free time she enjoys hiking with friends, sewing, home decorating, reading and visiting with her family in Portland, Oregon.

Candace Tomlinson

 Tomlinson Wealth

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.

Patti Glau

Tomlinson Wealth

Patricia Glau – Registered Assistant

Pattie has worked for Andy since 1987 and has become a friend to many of our clients. She prepares client reports for scheduled reviews, and helps to serve our clients’ day-to-day investment needs. Pattie retired in 2010, but continues to work on a part-time basis.

 

TMaria Devitoomlinson Wealth

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!!)

Tomlinson Wealth

Tomlinson Wealth

Laura DeLaHuerta – Receptionist

Laura was welcomed to our office in June 2012. As receptionist and staff assistant, Laura is a skilled multitasker in numerous responsibilities throughout the office. Laura comes with a background in accounting, clerical and computer skills and the organization to get the job done well.

 


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.