Broker Check

Member Financial Solutions
(602) 325-4710

Financial Life Management


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Employee concerns
  • Payroll
  • Lending Needs
  • Insurance effiencies - Business / Personal
  • Legal services
  • College Funding
  • Tax Review

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Retirement Income & Estate Planning. President and founder of Vista Wealth Management, Tom Konkowski heads a team of financial professionals who combine their varied skills and years of experience to provide the comprehensive,...

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Retirement Income Planning. Deborah is dedicated to helping people create and preserve wealth. Her key to success is the personalized approach she takes in assisting clients with a comprehensive range of financial services, from...

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Kevin Baker

Benefit Care Advisors of America

Kevin provides retirement and financial planning advice, specializing in Insurance and Financial Services. Located in Phoenix Arizona, Kevin provides a full range of services, helping his clients manage and protect their retirement,...

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Business, Auto, Home Insurance.... As an independent insurance agency, we are in the business of helping people. We connect them to the insurance companies and provide the coverage they need. Some specific advantages to working with...

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Pamela Barkovic

Paylocity Payroll Services

Mission At Paylocity, our mission is to elevate the profession of Payroll and Human Resources out of the back office and into the boardroom where it belongs. We do this by providing clients with the same caliber Cloud software...

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Group Health Insurance Heather has been working in and brokering Employer Benefits packages since 1999. She started her insurance career with Anderson Insurance in Scottsdale AZ and opened her first agency Affiliated Insurance...

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Employee Services, Outsourcing HR, Compliance, Goal Setting.... CBR believes that small to medium size companies who are constantly looking for ways to improve the efficiency of their workforce while lowering their "hard costs" are the...

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Sky Parker

CBR Insurance & Financial Services

Group Benefits, Health Insurance, Retirement Plans.... Employee Benefits and Executive Compensation for Small Business. Transamerica Financial Advisors, Inc. (TFA) financial professionals may only transact business in states where they...

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Jeanne Lien

Certified Document Services

Legal Document Preparation.... Jeanne Lien (Certificate # 80668) dba Certified Document Services, is an Arizona State Supreme Court Certified Legal Document Preparer (AZCLDP) that has been serving the greater Phoenix area since 2002....

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Tony Sibley

Ahhtomann Automotive Consutants


Get to know Tony Sibley, MyAutoman… We strive to put the A-h-h-h back into car buying. Tony Sibley has devoted years working long and full days as an automotive sales consultant, learning his trade and becoming familiar with the...

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Bill Harrel

Legal Shield & ID Shield

Legal & Identity Protection Services. Bill Harrel is focused on providing individuals, families and companies the best Legal Service and Identity Theft Protection in North America and Canada. He is a National Certified Identity Theft...

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Todd has over two decades of experience in admissions and financial aid and is the co-developer of the College Decision Management System. He is a faculty member of the Boston Tax Institute, a member of the National Association for...

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Disability, Long-Term Care, Medicare Insurance.... Bryan Herdt has been a long-term care insurance specialist for nearly 14 years. He began his insurance career in 1998 with GE Capital Assurance and completed his certification as a...

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Nick Stovall, CPA/PPS, CGMA, MBA

Stovall & Associates Certified Public Accountants

Bookkeeping, Accounting, Tax Planning & Preparation.... Nick Stovall is at the forefront in accounting; strategic retirement planning; business, IRA and technical taxation; tax law and policy; and investing. With his extensive...

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Mark Perunovich

Gradient Home Mortgage, LLC.

Home Mortgage Lending & 2nd Opinion Mortgage Service.... Gradient Home Mortgage is an independently-held mortgage banker. As a mortgage banker, we fund loans with our own money and sell them onto the secondary market. We have access to...

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