3573 East Sunrise Drive
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We pride ourselves in creating an approach that is designed to address your individual situation.
Senior Wealth Advisor
Lyle entered the financial services industry right after completing a Bachelor's degree in Business at the University of Arizona in 1974. For over four decades Lyle has developed long term relationships with many clients and brings a...
David is Vice President of Investments DKGB Financial Group. He has over 20 years of experience in Wealth Management, Financial Planning, Alternative Assets, Risk Management, and Insurance. David received his B.A. in Finance and from...
Larry's personal goal is to become a lifetime resource for each and every client. To do this he has spent his career focusing helping his clients with how to pay for their childrens' education. And helping to answer the question of...
Janet Baker joined former broker-dealer First Financial Equity Corporation in January 2020 with over 30 years of experience in financial management and financial planning. Originally from Canada, Janet graduated with honors from...
LaShaun is an Administrative Assistant with DKGB. She is from Miami, FL and graduated Summa Cum Laude with a BS in Accounting and an MBA from Florida A&M University. She began her career working as an auditor and consultant for a...
Parker is a Tucson Native who will be graduating from The University of Arizona in May with a degree in Personal and Family Financial Planning. During his time at the University, he completed the Six week New Start Leadership program,...