Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

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Jackie O'Donnell

Associate Wealth Management Advisor

Born and raised in Arizona, I spend my days helping successful people solve their most pressing financial needs. I am working mom, lucky wife, family first, Tucsonan that wouldn't want to call anywhere else home. I love what I do and spend my days educating and explaining options to help others have the financial literacy to achieve their goals.

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Sonia Spencer

Executive Assistant