Broker Check

Our Qualifications

We have been working with individuals and businesses in the Tucson area for over 25 years.

We are committed to extensive personal and professional experience and training.

We hold various licenses and several professional designations, and am qualified to sell a variety of investment* and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Earl Mendenhall III

Accredited Asset Management Specialist®, Chartered Retirement Planning Counselor®, Chartered Mutual Fund Counselor®



Andre Veres

Registered Representative of HTK



Laurel Berg

Service Specialist & Client Event Coordinator



Have a Question

Thank you! Oops!