Flowering Saguaro

Meet Your Team

Dave Bowen, CFP®

Financial Advisor

Jacob Brown

Financial Advisor

Stephanie Hilton

Practice Manager

Shelby Penrod

Client Services Assistant & Event Coordinator

Sarah Porter, FPQP™

Lead Paraplanner

Douglas Riegger

Financial Advisor

Lacey Rogers

Client Services Assistant

Annette Tate

Administrative Assistant
Southwest Investment Advisors