Broker Check


Mary Ahearn

Certified Financial Plannerâ„¢


(520) 200-4033

Mary Ahearn is dedicated to providing the personalized, comprehensive financial services retirees and pre-retirees need to help achieve the retirement they envision. “My mission,” Mary says, “is to help people plan,...

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Carolyn Mathews

Tax Preparer

After retiring from a career as a Doctor of Physical Therapy, Carolyn joined us as a tax preparer. She is an Annual Filing Season Program participant with the IRS, and continues her finance and accounting training at Pima Community...

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Gina Kucera

Office Manager

A native of Tucson, Gina has over 20 years’ admin experience in financial, tax, and engineering firms. In addition, she has studied tax and accounting, and backs up or tax preparers as an Annual Filing Season Program participant...

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Marla Handler

Communications Director

With over 20 years’ experience with Coca-Cola and Citibank, Marla is helping with our social media presence, website, and educational emails. She enjoys tennis, hiking, and travel with her family.

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