Broker Check

Your Team

As a team, we are family, and we want our clients to feel like they are a part of our family as well. Welcome to Team Phoenix!


When it comes to financial advisors, Myra has quite the diverse background. Her formal education is in mechanical engineering, having received her BA from the United States Military Academy, West Point. She then proudly served in the...

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Jeanette is our Client Relationship Manager and has been with the team for 7 years. Her background has been in various care taking roles, including being a preschool teacher for nearly 20 years and a nursing home administrator...

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Tera Hodges

Practice Manager

Tera is our Practice Manager, where she assists with office operations and support. She spent the last decade of her career working as a paramedic and she is excited to pursue this new opportunity. She has always...

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