Our Qualifications


We have been working with individuals and businesses in the Valley of the Sun for over 20 years.

Check the background of these investment professionals on FINRA's BrokerCheck


John Lahman

John began his investment management career helping educators, both classified and certified, enroll in tax sheltered annuities (TSAs) through 403b plans.  Since that time he has expanded his practice as an investment advisor representative to include mutual funds and variable annuities.


Andy Lahman

Andy helps people with mutual fund investing for retirement and other mid or long term planning needs. He also helps provide clients with their term life insurance needs.  




As a team, John and Andy are dedicated to developing lasting relationships with each client. Their intent is to provide clear, easily understood explanations of financial products and services.  They offer personalized programs based on individual circumstances that help to provide specific and targeted objectives in working toward a more secure financial future for each client.