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ABOUT US

Who We Are
Our Culture, Your Experience

Personalized service with a personable approach. We love people; the people we work with and the people we work for. Our values drive our work.

Leading & Serving
Our Management Team

We love people—the people we work with and the people we work for.  These values drive our work every day.

David Keefe

David Keefe

Tucson La Paloma Office Branch Manager, Senior Wealth Manager

520-777-2404

Jeffrey Graves

Jeffrey Graves

Principal, Regional Director-Cetera Wealth Services, LLC

214-545-3301

Ken Madsen

Ken Madsen

Branch Manager & Senior Wealth Manager

303-643-5965

Rachel Sitzman Bonner

Rachel Sitzman Bonner

Wealth Management Advisor

406-294-2808

Randy Sitzman

Randy Sitzman

Principal, Regional Director-Cetera Wealth Services, LLC

480-778-2053

Foundational Values, Innovative Tools

Foundational Values, Innovative Tools

At FFEC, we embrace old-fashioned values, taking the time to build meaningful relationships with our clients based on honesty, integrity, and respect. We also embrace innovation and technology, delivering cutting-edge solutions to meet evolving needs.

Education for Client Confidence

Education for Client Confidence

Every time you visit our office, we want you to walk away informed. We believe that informed clients are empowered clients, which is why we provide you with the knowledge and resources to make confident financial decisions.

Our Core Values

Giving you the highest level of service is our priority. Our core values help guide us at work every day.

Doing the Right Thing for You

Our work impacts people’s lives, which is a responsibility we take seriously. Each advisor on our team works hard to do right by people and earn clients’ trust day in and day out.

Small Firm Service & Values

We serve clients with excellence. Our team members are always available, highly responsive and ready to personally engage you when you need answers or information about your assets.

Large Firm Capabilities

We embrace innovations in the industry when it will benefit our clients. Leading-edge tools and a breadth of services offer visibility, insights, and alignment with your ultimate goals for your life and legacy.

Helping You Understand More

Through every interaction we want clients to walk away more confident than before. It’s our job to educate and inform so you can be involved in your finances in meaningful ways.

Our Story

Our Story

FFEC was founded in 1985 in Scottsdale, Arizona. In 2006, we expanded by opening offices in Denver, Colorado and Dallas, Texas. Two years later, we expanded further north and opened our Billings, Montana location. In 2016, the founder of FFEC retired and two team members stepped into Senior Management as new owners. By 2021, our team had expanded to over 100 financial advisors in 15 states across the US. 

We’re grateful to have expanded over the years, serving even more clients with the independent perspective they deserve.

Stay On-Track and In-Sync with AdviceWorks

Stay On-Track and In-Sync with AdviceWorks

At FFEC Wealth Partners, our advisors are resources with the latest and greatest tools to serve clients well. From cutting-edge financial planning software to real-time portfolio tracking platforms, we offer a suite of tools designed to empower our clients to make informed decisions about their financial future.

Here to Answer Any Questions

Frequently Asked Questions

  • How long have you been in business?

    FFEC was established 37 years ago out of Scottsdale Arizona.

  • Are my accounts protected or insured?

    Yes, all accounts are protected by SIPC. Click on this link for more information on SIPC protection.

  • What is a financial plan?

    A financial plan is a detailed proposal designed to help you reach your financial goals. The plan may include different options if something needs to be altered in order to hit your goal. This is all about you achieving your financial goal and us helping you get there!

  • How do you get paid as a financial professional?

    There are a variety of ways a financial professional can be paid depending on what is best for our client. Together, we assess your overall picture and strategy to determine what method is used. This could be a percentage of the assets managed, a flat fee, transaction fees, an hourly rate or a combination of approaches. For specific questions, please consult with your financial professional.

  • Do you offer a fee for advice if I don’t want to hold my accounts with you?

    You bet. Our goal is to help you reach your goal.

  • Do you work with CPA's and Attorney's?

    If you’re a business owner or have other complex financial circumstances, or you’re looking to create a strategy for your estate, your financial professional will become part of your team. It is important that all parties coordinate for the best interest of the client.

  • How can we meet with you?

    We offer a variety of meeting options; in person, over the phone and virtual meetings are all available to our clients and prospects.

SWAG for a Cause

We believe in tangibly supporting our communities. So, all FFEC logo item purchases are part of a giveback program. Our advisors choose a different nonprofit every quarter that receives a percentage of every purchase.

Check Out This Month's Foundation

Working Together with FFEC

Explore Cetera

Who We Work With

We provide personalized guidance and support to clients, no matter where they are on their financial journey.

Meet Our Clients

Our Perspective On Finances

Our education-centric, relational approach to advising helps FFEC clients surpass their financial goals.

Learn About Our Approach

Find Your Advisor

FFEC’s hard-working team pairs old-fashioned values and a dynamic approach for top-notch financial service.

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