Category: Advisor Bio

08 Jan 2018

Ralph W. Allen, Jr., CIMA®, MBA

Managing Principal, HawkPeak
Consulting Group
ralph@hawkpeak.com

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

Ralph is the Founder and Managing Principal of HawkPeak, operating under First Financial Equity Corporation (FFEC).

HawkPeak is an independent financial services intermediary with specialized focus on investment advisory, investment management, financial products, cap intro. HawkPeak works directly with financial advisors, endowments, institutions, family offices, independent broker dealers, registered investment advisors, and the like offering advice and guidance centric to financial products and services.

Ralph has a Master’s of Business Administration (MBA) from The University of Michigan’s prestigious Ross School of Business, his undergraduate degree in Economics from Western Michigan University, and his associates degree in General Business and Economics from Albion College. Ralph is designated as a Certified Investment Manager Analyst (CIMA®) from The University of Pennsylvania – Wharton School of Business and The Investment Management Consulting Association (IMCA®).

Ralph has 32 years of industry experience crafted over decades working for well-known firms like Merrill Lynch, Pioneer Investments, Munder Capital Management, AXA/Equitable, Jackson National Life, GE Capital, and Sun Life of Canada.

Ralph and his wife, Laurie, split time between Chicago and Saugatuck (MI) with their three beloved furry family . They have two daughters who live close by, Ashley and Paige, and one granddaughter, Isabella Grace.

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 with First Financial Equity Corporation in Tucson, Arizona. He has over 15 years’ 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 and is currently working toward his CERTIFIED FINANCIAL PLANNER™ designation.

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 international corporate Agri-Business companies. David focuses most of his time on his clients Financial Planning and Asset Management needs.

David is an active member of the Tucson community as past Board member of the Blair Charity Group, the Tucson charter of Alport Syndrome Foundation, and member of the Arizona Technology Council Ambassadors Council. He holds a Shodan in Traditional Okinawan Martial Arts and taught karate to children for several years. He is currently working on his second Shodan in Matsuno Ryu Goshinjitsu. David, his wife of 17 years Nicole, his son Denali, daughter’s Anya, Layla and Hava enjoy laughing, cooking, hiking, camping and traveling.

For more information visit www.dkgfinancialgroup.com.

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.dkgfinancialgroup.com.

05 Jan 2018

Lyle A. Deo, CLU, ChFC®, CLTC

Vice President – Investments
ldeo@ffec.com
(520) 777-2405

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

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.

Lyle and his wife Darlene enjoy vacations in Mexico, visiting their daughter Alissa in Istanbul and son Alex in Dallas.

Lyle is not retiring any time soon, so call him for a second opinion on your investments and insurance!

For more information visit www.dkgfinancialgroup.com.

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