
Charities
Our staff is passionate about supporting non-profit organizations in our community and beyond. Learn more about the charities Southwest Investment Advisors supports and why each one was nominated by our staff.
Tucson Refugee Ministry
“About 1,300 refugees come to Arizona every year, seeking relief from conflict and trauma in their home countries. Tucson Refugee Ministry welcomes them and connects them with other local organizations so that they have resources and a community as they adjust to a new life in a new home.”
–Alix Kusler, CWS® | Partner
Learn more about Tucson Refugee Ministry here.

Lapan Sunshine Foundation
“The Lapan Sunshine Foundation provides students from underserved communities with scholarship, mentorship, access to opportunities and support for overlooked additional needs. This supports students with a true desire for education and prepares them for obstacles and challenges. Often most of these students have little family support.”
– Rick Zich, MFS, MBA, CEPA® | Partner
Learn more about Lapan Sunshine Foundation here.

Teen Challenge Arizona
“Teen Challenge offers 12-18 month residential programs to help people live drug-free lives. I’ve met many people in their program who are successfully navigating the road to living addiction free. Marriages and families have been restored through their approach, which reports an 86% success rate 7 years after graduation.”
– Dave Bowen, CFP® | Financial Advisor
Learn more about Teen Challenge Arizona here.

Make Way for Books
“I am proud to support Make Way for Books. This local organization empowers over 30,000 children, parents, and educators annually with vital literacy resources, shaping both individual lives and our community’s future. Their commitment to creating and supporting language-rich environments speaks to the core of why I believe in their cause.”
– Douglas Riegger, Financial Advisor
Learn more about Make Way for Books here.

FamilyLife®, a Cru Ministry
“I am supporting FamilyLife, a Cru Ministry. FamilyLife’s mission is to offer resources to strengthen families. They believe that healthy families don’t happen by accident, that a loving family and healthy kids happen when mothers and fathers lead with intention.”
– Jacob Brown, Financial Advisor
Learn more about FamilyLife®, a Cru Ministry here.

Lend A Hand Senior Assistance
“I chose to support this non-profit organization because not everyone has a support system willing to actively participate in their elderly family member’s lives when they really need it most. Having services available to transport to doctors visits or provide food when they are unable to cook or go to the grocery store is a necessity, not a luxury. Lend A Hand doesn’t only provide services to the elderly, they also assist individuals with special needs. This non-profit resonates with me because throughout my life I have encountered well deserving people that could really benefit from a helping hand.”
– Stephanie Hilton, FPQP® | Practice Manager
Learn more about Lend A Hand Senior Assistance here.

Pet Allies Clinic
“Local no kill animal shelter that offers low cost spay/neuter and shot clinics. This shelter helps local animals in the Show Low community find loving foster and furever homes!”
– Lacey Rogers, FPQP® | Client Services Assistant
Learn more about Pet Allies Clinic here.

Diabetes Network of Arizona
“My sister was diagnosed with Type 1 Diabetes when we were kids. It not only changed her life, but all of ours. We had no idea where to start and I am so grateful to everyone who was able to help us find a community and educate ourselves. I would love to support other people/families going through the same thing.”
– Savannah Baird, Client Services Assistant
Learn more about the Diabetes Network of Arizona here.

International Justice Mission
“I’m passionate about protecting the least of us from mistreatment, which is why I nominated International Justice Mission (IJM) as one of our charities. IJM is a global nonprofit that protects people in poverty from violence such as human trafficking, forced labor, and other forms of exploitation by rescuing victims, holding perpetrators accountable, and strengthening local justice systems. By supporting IJM, we help fuel life-saving rescues, survivor aftercare, and long-term reforms that stop abuse at its source, making our contribution a meaningful force against modern-day slavery and violence worldwide.”
– Sarah Porter, FPQP® | Lead Paraplanner
Learn more about the International Justice Mission here.

Southern Arizona Network
for Down Syndrome
“SANDS is a local organization dedicated to helping individuals with Down Syndrome and their families thrive. Their goal is to come alongside families from the moment of diagnosis by providing educational resources, offering financial support, and fostering community connections. My family has been blessed by their efforts to identify and bring together local families who are walking this challenging but rewarding path, and I am excited that we at SIA can play a part in extending that valuable support to more families in the southern Arizona community.”
– Andrew Clarke, CAIA® | Paraplanner
Learn more about the Southern Arizona Network for Down Syndrome here.

American Dance Leadership
“American Dance Leadership is dedicated to equipping young dancers with tools to be confident and well-informed leaders in their personal lives in addition to the dance world. Dance is a powerful form of expression and community. By providing platforms for networking, learning, and sharing ideas, American Dance Leadership aims to cultivate a new generation of dance leaders who are inspired to shape the future of our dance community.”
– Sarah Nagle, FPQP® | Paraplanner
Learn more about the American Dance Leadership here.
