Wealth Management Services That Work for You
Straightforward advice. Personalized strategies. A team that listens first and plans with purpose.
Your Local Financial Advisors
Our advisors offer more than expertise. They bring a commitment to understanding your life, your goals and what financial peace of mind looks like for you.
Phoenix Advisors
Brent Cattani
With 20 years of experience in financial services, Brent specializes in retirement planning and investment strategies that align with your long-term goals.
Andrew Johnson
Andrew partners with members to design investment strategies that align with their personal goals and financial priorities.
Darren Kennon
With more than 40 years of financial expertise, Darren focuses on retirement readiness and wealth preservation.
Darrell Kulow CRPC®
Darrell has over 12 years of experience helping members prepare for retirement through personalized, goal-based financial planning.
Thomas Rindahl CLU®, ChFC®, CFP®, LUTCF, BFATM
Thomas offers financial planning expertise focused on advanced strategies for long-term wealth and legacy planning.
Texas Advisors
Evan Green
Evan brings 8+ years of experience, helping members create practical, personalized plans to build and protect wealth.
Bob Thompson
Bob brings 27+ years of experience guiding members through comprehensive wealth strategies tailored to each stage of life.
Check the background of your financial professional on FINRA’s BrokerCheck.
Let’s Start the Conversation
No pressure. Just expert guidance, when you’re ready.
What Can We Help You With?
Smart strategies designed to meet your goals, now and for the road ahead.
Retirement Planning
Whether retirement is years away or right around the corner, we’ll help you build a plan that supports your lifestyle, income needs and peace of mind: before and after you retire.
Wealth Management
From growing your investments to preserving what you’ve built, we offer personalized portfolio strategies grounded in your goals, risk comfort and life priorities.
College Planning
We’ll help you estimate future education costs, explore savings options like 529 plans and build a realistic funding strategy that doesn’t derail your other financial goals.
Estate Planning1
We’ll connect you with a trusted Wills and Trusts partner to help walk you through key decisions, so you can protect what you’ve built and provide for those you care about most.
Insurance Services
Our advisors can help assess your coverage needs and identify insurance options, from life to long-term care, that protect your finances and future plans.
We’re Here With You Every Step of the Way
A process built around you — clear, collaborative and designed for real life.
- Start the Conversation
- Understand Your Financial Picture
- Build Your Personalized Plan
- Review and Adjust Together
- Take Action With Support
- Stay Connected as Life Changes
Helpful Resources to Support Your Journey
Smart strategies designed to meet your goals, now and for the road ahead.
Let’s Get in Touch
No pressure. Just expert guidance, when you’re ready.
Osaic Form CRS
PFG Advisors’ Relationship Summary (Form CRS)
Free and simple tools are available to research firms and financial professionals at investor.gov/crs, which also provides educational materials about broker-dealers, investment advisors, and investing.
Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. TruWest Wealth Management Services, TruWest® Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies. Securities, insurance, and advisory offered through Osaic Wealth, Inc., PFG Advisors, LLC or their affiliates are:
Not NCUA Insured
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
This communication is strictly intended for individuals residing in the states of Arizona and Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
1Estate planning document preparation services are provided by PFG Wills & Trusts Document Preparation. PFG Wills & Trusts operates under the direction and supervision of a Phocus Law estate planning attorney licensed in the states of Arizona and Texas (AZ Bar No. 028285, TX Bar No. 24141408). PFG Wills and Trusts, Phocus Law and TruWest Credit Union are separate entities. Legal Document Preparation Services are not insured by the NCUA and have No Credit Union guarantee.
