DOBBINS WEALTH MANAGEMENT - Key Persons


Brian Dobbins - President

Job Titles:
  • Managing Member
  • President
Brian Dobbins is President of our sister firm, Dobbins Financial which offers individual and corporate tax preparation and consulting. He is also Managing Partner of Dobbins Wealth Management. Since 2000, Brian Dobbins has been involved in the financial services business with a primary focus on income tax and retirement planning. Brian is currently licensed to prepare income taxes for all states and holds both Life and Health Insurance Licenses. He has been a member of the prestigious Million Dollar Round Table since 2001 for his commitment to the insurance industry. In addition to retirement planning, Brian offers estate planning services and partners with Integrated Trust Systems to provide trust options to his clients. Born and raised in the valley, Brian received his education through NAU in Flagstaff, Arizona. He and his wife, Stacy, reside in the northwest valley raising their four children. They both enjoy traveling as a family and attending Coyote hockey games.

Jacob Fallon

Job Titles:
  • Investment Advisor

James Mascaro

Job Titles:
  • Tax Manager

Marli Garn

Job Titles:
  • Office Manager

Terry Williams

Job Titles:
  • Enrolled Agent