FIRESKY FINANCIAL - Key Persons
Job Titles:
- Relationship Manager Specialist
Job Titles:
- Senior Associate
- Chartered Financial Consultant
Brent is a Chartered Financial Consultant who joined the firm in 2007 following a successful sixteen year career in real estate sales and investment. Brent is passionate about helping people meet their life goals and objectives. He acts on this passion whether he meets with people individually or in a group setting. He desires to help clients identify their goals based on what they value most and to guide them toward wise financial decisions. He then designs and helps implement a plan to meet those goals.
Job Titles:
- Client Service Specialist
Job Titles:
- Partner
- President
- Certified Public Accountant and Certified Financial Planner With a Bachelor of Science
- CFP
- Member of the American Institute of Certified Public Accountants
Dennis is a Certified Public Accountant and Certified Financial Planner with a Bachelor of Science in Accounting from the University of Rhode Island and a Master of Taxation from Arizona State University. He established his own traditional CPA practice in Phoenix in 1983, after six years in corporate management with a Fortune 500 company. In 1992, Dennis transitioned his practice to focus exclusively on financial planning services. He has found that he is very effective helping clients with defining their goals and objectives, designing a plan of action, and implementing the plan.
Dennis is a member of the American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants and the Financial Planning Association.
Job Titles:
- CEO
- Partner
- Certified Financial Planner With a Bachelor of Science
Frank is a Certified Financial Planner with a Bachelor of Science in Education from the State University of New York at Plattsburgh. He moved his family from the Northeast in 1997 to Arizona where he taught United States History for two years in a public school setting. Frank entered the financial services business in 1998 with a true teacher's heart from his experience and training in education. He really enjoys helping people better understand their financial situations, clarifying their goals, and chartering a course to achieve them.
Job Titles:
- Associate
- Certified Financial Planner With a
Jeff is a Certified Financial Planner with a B.A. in International Business from Ohio Wesleyan University. After beginning in 1998 as a stockbroker, Jeff left private practice and moved into corporate roles with national investment and insurance companies. In these roles, he became an expert on portfolio construction and risk management. Jeff spent his time meeting with financial professionals from hundreds of firms, observing how the best professionals helped their clients. He took special note of firms that were able to have a material impact on clients' relationship with money. One of those firms was ours. Jeff joined the firm in 2020 with a passion for helping people.
Job Titles:
- Senior Relationship Manager Specialist
Job Titles:
- Relationship Manager Specialist