14135 Midway Road
Addison, Texas 75001
(866) 380-8332 | (214) 545-3300
Tucson La Paloma
La Paloma Corporate Center
3573 E. Sunrise Drive, Suite 133
Tucson, AZ 85718
(866) 244-8700 (520) 777-2400
Lupita Hi-O’Connell earned her degree in Accounting from University Autonomous of Tamaulipas, Mexico. She also attended University of Texas, where she learned the English language. She has provided financial and investment advice to families and small business owners for 25 years. Lupita has developed long-term relationships with her clients, helping them achieve their financial goals and planning for their future by proper positioning and management of their assets.
Lupita offers financial and retirement planning, college savings plans, risk management, asset protection strategies through annuities, personal life, disability and long-term care insurance. She can assist you step by step on the implementation of qualified plans such as 401(K)’s, SEP/ IRA’s, Roth IRA’s, and IRA Rollovers.
Lupita plays a large role in her community as she serves on the Executive Board and Vice President of Zonta International, local chapter. She is a member of the Tucson Cancer Conquerors, served as Secretary/Treasurer/Public Relations Chair on the Executive Board of Directors for the National Association of Insurance and Financial Advisors, and received the Community Service “Award of Excellence.”
Lupita actively participated in the Conference for Professional Women for the Arizona- Mexico Commission sponsored by both Governors of Arizona and Sonora, Mexico. She served on the Advisory Board of Directors for Live Theater Workshop. She has volunteered as an instructor for the Business Class at Pima Community College, as well as an English-Spanish interpreter for the University Medical Center Pediatrics at the St. Andrews Children Clinic in Nogales, AZ under the direction of “Father Ed.” Lupita has received multiple recognitions and awards throughout her career.
Her passion is to empower women, minorities and small business owners to take control of their finances. Lupita is happily married to Dan and enjoy playing golf, hiking, traveling and spending family time with children and grandchildren. Lupita is fluent in Spanish and English.
She is Registered with FINRA and insurance licensed in multiple States.
7373 N. Scottsdale Road, Suite D-120
Scottsdale, AZ 85253
(800) 687-3800 | (480) 951-0079
Stephen is a Native Arizonan and comes from a small business background. He helped grow a family contracting business for over 17 years, however Stephen wanted to be more helpful to his clients. So, after discussing with a mentor what true financial advice could bring to a family and even generations of a family, he was hooked! The new information learned in the financial world combined with his business knowledge, the responsibility he undertook caring for his co-workers, as well as his own personal successful and unsuccessful commercial, land and residential real estate ventures have all set him up with a unique set of experiences to relate to and help clients be prepared financially for the potholes along the road of life. Slow and steady wins the race and life is a marathon.
Stephen’s investment philosophy is to keep in line with each client’s risk preferences while being diversified and firmly believes in a long term approach. Being diversified, whether just in your investment portfolio or between your investment portfolio, your business, your real estate holdings and other investments is what makes planning so important and the foundation of Stephen’s recommendations and actions. When it comes to his clients, he is committed to acting in their best interests which means systematic processes for monitoring along with clear and prompt communication to truly cultivate a lasting partnership.
Stephen married his high school sweetheart and loves adventuring outdoors with her and their Australian Shepherd, Oscar, in lakes and rivers or on bikes in the mountains.
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132 | (406) 294-2808
Troy Bruce is a native Montanan – born and raised in eastern Montana, where he, his wife and their two children call home.
Troy is a graduate of the Montana University System. He began his Financial career with a national Financial Advisory firm, later leading the investment department of a regional firm, and now part of an independent investment firm with he and his team at First Financial Equity Corporation.
Outside of assisting clients in planning and investment management; Troy enjoys spending time with his family in numerous activities and serves in various capacities in non-profit organizations.
5005 LBJ Freeway, Suite 1410
Dallas, TX 75244
(866) 380-8332 | (214) 545-3300
Kenny is a financial advisor who enjoys helping his clients identify and meet their financial goals. He is dedicated to finding his clients solutions that will fit their unique needs and lifestyle through personalized investment advice and portfolios. Portfolios include stocks, bonds, mutual funds, exchange traded funds (ETF’s), annuities, life insurance and alternative investments. Kenny has helped hundreds of clients in the financial industry for over seven years.
Kenny and his wife, Holly, live in Broken Arrow, OK. They have two daughters. One attends veterinarian school at Oklahoma State University and the other attends Broken Arrow High school and swims for the high school team. Kenny’s interests include golfing, hunting, fishing, vacationing with Holly, and he is an avid football enthusiast.