Andy Tomlinson: Our Firm

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Back row: Sue Lovell, Candace Tomlinson, Andy Tomlinson, Pattie Glau.
Front row: Sonja Butterfield, Ann Ritchey, Izzi the Dog, Marie DeVito, Kay Baker

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

Patricia Glau – Registered Assistant
Pattie has worked for Andy for more than 30 years and has become a friend to many of our clients. She services client’s day-to-day investment needs. She has a Series 11 license.

Kay Baker – Registered Assistant and Licensed Broker
Kay joined the staff 4 years ago. She services client’s day-to-day investment needs. She has a Series 7 license. Kay is the former Finance Director for the City of Prescott.

Candace Tomlinson - Marketing Associate
Candace joined the staff 4 years ago. Her responsibilities include advertising, assisting in client services and coordinating seminars and programs. Her background includes a master of gerontology degree.

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 for 8 years.

Sue Lovell – Staff Associate
Sue recently joined our staff as a computer systems person and is being trained to be a registered assistant. Sue’s background is in the information technology/telecommunications industry.

Marie De Vito – Staff Associate
Marie’s organizational and data entry skills are used in all aspects of the office.

Ann Richey – Staff Associate

Ann, a former budget analyst for the City of Prescott, focuses on Cost Basis Analysis.

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.