Our Associates

Max J. Brann
   Principal

Max is an independent advisor and has worked in the financial services industry for over fifteen years. Recently retired as an Investment Advisor Representative, he now specializes in working with individuals and couples to maximize their Social Security and retirement income. He is also actively involved with small businesses providing executive benefit programs for owners and their key employees. Max earned his Bachelor of Science degree from George Williams College in Chicago.

Max works closely with a team of professionals that will help you assess your financial goals, identify strategies to achieve those goals, and provide easily understood explanations of financial products and services. Once designed, your plan is then monitored to ensure that you get the results you seek.

Professional Associate Links

Michael Cummiskey, CLU, ChFC www.PVWealthManagement.com

Rollins Law Group, Rusty Rollins www.RollinsLawSite.com 

Allan C. Bonhoff, Arizona Wills & Trusts azwttucson@aol.com

Vicki Stephens, Old Pueblo Benefits Advisors, LLC www.mybenefitsmenu.com

Our associates use their extensive professional experience in all areas of financial planning to help you achieve your goals.