Author: Rachel Bonner

10 Jan 2018

Jesse Cardiel

Financial Advisor
jcardiel@ffec.com

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Jesse Cardiel, a Senior Financial Advisor at First Financial Equity Corporation (FFEC), has been providing Investment Management for twenty five years to individuals, businesses and retirement plans. Jesse’s experience in cash management and retirement investment rounds out his knowledge of the financial services industry.

“I am proud to work with FFEC’s team of experts in providing the guidance my clients need to try and reach their financial goals. Whether you’re planning the retirement of your dreams, saving for your children’s education or working toward some other investment objective, you can count on FFEC’s dedicated professionals for responsive, personalized service and access to a wide range of products.”

Jesse began his career in the financial industry with American Savings Bank as an Account Executive in 1986. Jesse lives in Livermore, CA, with his wife Dianna and their son Jesse.

10 Jan 2018

Nita Barnes Clontz

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Nita Barnes Clontz joined the First Financial Equity Corporation (FFEC) team in 2015 as part of the acquisition of Perkins, Smart & Boyd, Inc.  While at Perkins, Smart & Boyd, Nita was promoted to Branch Manager and Vice President in the Pratt, KS location in 1990.  Since 2002, her office has been located in Twin Falls, Idaho.

Nita’s passion is to assist clients with providing knowledge and experience to help design portfolios to meet individual investment goals and comfort levels.  Her goal is to make investing a habit so it will become a priority! She encourages clients to make their money work as hard as they do.

Nita was raised on a ranch in Frenchglen, Oregon. Since then, she has spent 30 years of marriage living in Kansas, 15 years, and Idaho, 15 years. She and her husband, Stenson, a livestock auctioneer, have two grown, accomplished daughters, Aspen and Amber.  Nita enjoys working in the yard, biking, fishing, skiing, golfing, ranching, traveling and spending time with family. Nita has been involved with Kiwanis, Rotary, IUOE 701, 4-H, volunteering in community, youth organizations and church activities.

09 Jan 2018

Lyle A. Deo
CLU, ChFC®, CLTC
Vice President – Investments
ldeo@ffec.com
(520) 777-2405

Wichita
1050 E. First Street Wichita KS 67214
(844) 369-2920   (316) 263-8444

Lyle entered the financial services industry right after completing a bachelor’s degree in Business at the University of Arizona in 1974. For over four decades, Lyle has developed long term relationships with clients and brings a “holistic” approach to financial planning. Many of Lyle’s clients have him handle their personal investments, retirement accounts, as well as personal life and disability insurance, health insurance and long term care insurance needs. In addition, Lyle works with small businesses by offering employee benefits including 401(k), other retirement plans and employee benefits.

09 Jan 2018

Billings Advisors

Lyle A. Deo
CLU, ChFC®, CLTC
Vice President – Investments
ldeo@ffec.com
(520) 777-2405

Billings
Transwestern Plaza II
490 North 31st Street Suite 301
Billings, MT 59101
(866) 637-8132   (406) 294-2808

Lyle entered the financial services industry right after completing a bachelor’s degree in Business at the University of Arizona in 1974. For over four decades, Lyle has developed long term relationships with clients and brings a “holistic” approach to financial planning. Many of Lyle’s clients have him handle their personal investments, retirement accounts, as well as personal life and disability insurance, health insurance and long term care insurance needs. In addition, Lyle works with small businesses by offering employee benefits including 401(k), other retirement plans and employee benefits.

08 Jan 2018

Zachary Allen

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332  |  (214) 545-3300

Zach Allen is a partner of Disciplined Advisors Group (DAG), which operates under First Financial Equity Corporation. He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG.

Zach began his career in financial services in 2000 as an intern for Morgan Stanley’s trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America’s trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father, Greg Allen, and Steven Stubbs.

Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale, AZ.

Zach is an avid golfer and overall sports enthusiast. He is also a proud owner of a chocolate Labrador Retriever.

08 Jan 2018

Barbara Williams

Dallas Office Manager

Dallas Office
14135 Midway Road
Suite G-100
Addison, Texas 75001
(866) 380-8332 (214) 545-3300

08 Jan 2018

Theodore (Teddy) Simonson

Tucson La Paloma
La Paloma Corporate Center
3573 E. Sunrise Drive, Suite 133
Tucson, AZ 85718
(866) 244-8700   (520) 777-2400

Teddy is the eldest son of John Simonson and has joined his father’s team in January of 2017 as a registered representative. Teddy was born and raised in Tucson, Arizona and graduated from the University of San Diego in 2014 with a degree in Business Administration. While attending the University of San Diego, he was the president of the Phi Kappa Theta Fraternity and participated in many sports, including club water polo and various intramurals. His hobbies include weightlifting, martial arts, and anything that allows him to get outdoors. He enjoys working closely with clients to help them monitor their investments and track their performance. He oversees the technological aspects of the team as well as helping with researching investments, marketing and account analysis. He looks forward to providing clients with superior care and believes that family dynamic among the Simonson team creates an outstanding experience.

08 Jan 2018

John Simonson

Simonson Wealth Management
Managing Partner
jsimonson@ffec.com
(520) 777-2414

Tucson La Paloma
La Paloma Corporate Center
3573 E. Sunrise Drive, Suite 133
Tucson, AZ 85718
(866) 244-8700   (520) 777-2400

John Simonson, Vice President – Investments, has joined the FFEC Tucson La Paloma office. John has been in the industry since 1990 where he began his career with Merrill Lynch. In 2001, he moved to Smith Barney and in 2007 moved to Morgan Stanley where he served his clients until moving to FFEC. John was consistently one of the top performers for Morgan Stanley in Arizona. He is a graduate from Dartmouth College with a degree in Economics.

He has two children and enjoys street motorcycle riding, hiking and overall physical fitness. For many years he was a very accomplished cyclist winning numerous races over the years including the Tour de Phoenix.

08 Jan 2018

David Keefe

Vice President – Investments
dkeefe@ffec.com
(520) 777-2404

Tucson La Paloma
La Paloma Corporate Center
3573 E. Sunrise Drive, Suite 133
Tucson, AZ 85718
(866) 244-8700   (520) 777-2400

David is Vice President of Investments DKGB Financial Group and Branch
Manager of First Financial Equity Corp’s Tucson Office. He has over 30 years
of experience in Wealth Management, Financial Planning, Alternative Assets,
Risk Management, and Insurance. David received his B.A. in Finance from Illinois State University in 1991.

He has a diverse history of investment experience and as such is prepared to
assist you with financial decisions. David started his career as a commodity
futures and options broker at the Chicago Board of Trade consulting for
Multinational Agri-Business companies. In 2000 he transitioned into
Financial Planning for private clients. As part of the DKGB team, David spends the majority of his time on asset management, customized income strategies, options strategies and risk assessment.

David is an active member of the Tucson Community as a past Board
member of the Blair Charity Group, the Tucson chapter of Alport Syndrome
Foundation, and a member of the Arizona Technology Council. He holds a
Shodan in Traditional Okinowan Martial Arts and a Shodan in Matsuno Ryu
Goshinjits. David, his wife of 23 years Nicole, his son Denali, daughters
Anya, Layla, and Hava enjoy laughing, cooking, hiking, camping and
traveling.

05 Jan 2018

Laurence Goldstein

Vice President – Investments
lgoldstein@ffec.com
(520) 777-2406

Tucson La Paloma
La Paloma Corporate Center
3573 E. Sunrise Drive, Suite 133
Tucson, AZ 85718
(866) 244-8700  |  (520) 777-2400

Larry’s personal goal is to become a lifetime resource for each and every client. To do this, he has spent his career focusing on helping his clients with how to pay for their childrens’ education and helping to answer the question of when and how his clients should collect their Social Security benefit.

He was born and raised in Phoenix, AZ, but has gained experience living all over the southwest. After graduating from the University of Arizona, Larry moved to Las Vegas, but he could not escape the lure of the Sonoran desert. After seven years, he moved back to Tucson where he met his wife Goldie. She has come to the realization that her name is now Goldie Goldstein.

Larry and his wife Goldie recently had their first daughter Sylvia. When he is not chasing Sylvia around, he has various hobbies including golf, basketball, and twisting balloons into all kinds of shapes. He also enjoys volunteering his time for The Make A wish Foundation of Southern AZ, Children’s Cancer Network and the Arizona Cancer Center’s Better Then Ever Program.

For more information visit www.DKGBfinancial.com.

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