Meet Our Family

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.


Katherine Perini

Client Coordinator Director

Katherine graduated Cum Laude from Arizona State University, majoring in Communications with a minor in English.

She has 10+ years’ experience in the non-profit sector and 10+ years in the corporate sector as a Senior Manager with Macy’s & Bloomingdale’s Credit and Customer Services.

She now brings her expertise in clientele services, social media, and strategic management to our office.

Katherine sets the pace and supports Jeff in every area of the business.

Out of the office, Katherine can be found lounging by a pool, listening to live music or spending time with family.

An adventurous type with only 2 restrictions: Sky Diving and anything Shark related!

Otherwise, she’s willing to try anything once (within reason)!

Phone: (480) 969-5667
Fax: (480) 969-0079
E-mail: [email protected]

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