Jennifer Mills, Financial Advisor | Vice President
- Financial Planning
- Retirement Income Planning
- Tax Planning
- Estate & Legacy Planning
- Education Planning
- Investment Consulting
- Insurance Evaluations
- Charitable Giving
Call: 520-615-2015
Kimberly Didra, Financial Advisor
• Financial Planning
• Retirement Income Planning
• Tax Planning
• Estate & Legacy Planning
• Education Planning
• Investment Consulting
• Insurance Evaluations
• Charitable Giving
Call: 520-615-2026
Danielle Anderson, Client Assistant Operational
- Money Movements (ACH, Checks, Wire, Transfers)
- Required Minimum Distributions
- Qualified Charitable Distributions
- Account Paperwork/Forms
- Name/Address/Phone Number Changes
- Beneficiary Changes
- Baird Online Access
- Statements & Tax Documents
Call: 520-615-2016
Sue Clarke, Senior Client Specialist Operational
- Money Movements (ACH, Checks, Wire, Transfers)
- Required Minimum Distributions
- Qualified Charitable Distributions
- Account Paperwork/Forms
- Name/Address/Phone Number Changes
- Beneficiary Changes
- Baird Online Access
- Statements & Tax Documents
Call: 602-224-4911