Jeffrey B. Byas, CFP®, AAMS®
Certified Financial PlannerTM
Wealth Advisor
As a 20-year veteran of the financial services industry, I assist individuals and business owners in working toward their most important financial goals.
I hold the CFP® and AAMS® professional designations. As a fiduciary, I am qualified and licensed to discuss various investment and insurance solutions.
I am dedicated to developing lasting relationships with all our clients. I believe helping you assess your financial goals and participate in the management of your finances is extremely critical in working towards success.
One of the benefits of working with me is the ability to provide clear, easily understood explanations of financial products, services, and solutions. The personalized program I provide is a roadmap to working towards a more stable financial future.
This commitment also extends into the classroom. I enjoy teaching financial concepts to others. I've served as an instructor and conducted numerous seminars on financial planning, investment management, tax planning, and risk management for corporations and federal agencies in the area. When I am not working, you can find me spending time with my family and traveling.
I look forward to using my experience to help you pursue your financial goals.
Genevieve Schaefer
Administrative Assistant
Genevieve is an Administrative Assistant with over 20 years in customer service, ten of which have been in the financial services industry. She graduated from Colorado State University in Fort Collins, where she’s lived and worked most of her career. Genevieve lives in Northern Arizona with her partner, two dogs, and two cats. She enjoys working with and attending to the needs of all clients, always with the highest level of service.