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STATE 457 PCRA Accounts

Our core values

Our Clients First

We place our clients' needs above all else. Our clients place a high level of trust in us, and we do not take this lightly.

Add value

Our job is to Add Value EVERY TIME; Whether they need our services or not.

Demonstrate Integrity

We strive to act with complete and unconditional honesty, with principles of sound ethics and with proper alignment of priorities. We take our Fiduciary Responsibility very seriously.

adapt to change

We believe that for everyone involved to be successful, we must be willing and able to adapt quickly and efficiently to change. We do not shun change; we welcome it.

achieve balance

We value and expect hard work at every level from ourselves, yet we believe that work is not our greatest purpose in life. We place a higher value on, God, family, giving back and making a positive impact in society and in our client’s lives.

Products and Services

IRA's
Traditional • Roth
Rollover

UTMA / UGMA Accounts

401k's
New Plans
Managing Current Plans

529 Plans

Life Insurance/
Annuities

No cost Financial Consultation and Advice

We Are here to Help

Our Advisors

Phillip Palmer

Chairman

FINANCIAL ADVISOR
CELL: (928) 853-9020
phillip@ashcreekfinancial.com

Bruce Bryce

Board Member

FINANCIAL ADVISOR
CELL: 480-773-8030
bruce@ashcreekfinancial.com

Kurt Castañeda

bOARD MEMEBER

FINANCIAL ADVISOR
CELL: 602-451-4252
kurt@ashcreekfinancial.com

Chris Goodman

Financial advisor

CELL: 928-235-2969
chris@ashcreekfinancial.com

Nate Sorensen

CPA, Financial Advisor

OFFICE: 928-428-0800
nsorensen@ashcreekfinancial.com

Jeff Brown

CPA, Financial Advisor

OFFICE: 480-820-0744
jeffcpa@ashcreekfinancial.com

Daniel Morris

Financial Advisor

CELL: 928-965-5023
daniel@ashcreekfinancial.com

Our SUPPORT Staff

Assistants

Demaree Brown​

Mandy Castañeda

Customized planning to

achieve your goals

–​We are here to help with all yoru financial needs

Keep in Touch!

Bruce Bryce • Phillip Palmer Daniel Morris

Home Office
602 S. 8th Avenue
Safford, AZ 85546

Nate Sorensen, CPA

1200 W. Thatcher Blvd
Safford, AZ 85546

Jeff D. Brown, CPA

4135 S. Power Rd Suite 110
Mesa, AZ 85212

“Investment advisory services offered through SCF Investment Advisors Inc.  •  155 E. Shaw Ave., Suite 102, Fresno, CA 93710  •  800.955.2517 • 559.456.6109 FAX.  •  SCF Investment Advisors Inc. and Ash Creek Financial Advisors are independently owned and operated.”

Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors Inc. • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • SCF Securities, Inc. and Ash Creek Financial Advisors are independently owned and operated.