Sundance Wealth Management is an independent, fee-based financial planning and investment advisory firm located in Cottonwood, Arizona which is about 90 miles north of Phoenix. I specialize in the finances of professionals, women and their families.

My goal is to create a fiduciary relationship with you - one that will help you build a sustainable financial future. One built on trust. There are two important ways I'm different from traditional "financial advisors". As a fiduciary, I'm obligated to always act in your best interest. Unlike brokers or others who may hold themselves out as "financial advisors", I won't make a recommendation just because it is "suitable". I accept a higher burden and only make recommendations if they are in your best interest. You work hard for your money. I'll work hard to protect it.


Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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