Our Team

Our Team

Michael S. Radcliff, CFP®

Principal

Michael has worked in financial advising since 2001. He prioritizes his clients' needs, working with them to support decisions that will help them reach their financial goals. He analyzes investments and products and makes recommendations tailored to each client's interests. Michael strives to create relationships with clients that go beyond the bottom line.  
 
He believes in continuing his education in order to serve his clients in a more holistic manner.  To that end, his has earned both the CERTIFIED FINANCIAL PLANNERTM certification as well as the Certified Plan Fiduciary Advisor (CPFA®) designation.
 
Michael graduated from Palo Verde High School in Tucson, AZ, and returned to Tucson after completing his bachelor's degree at the University of Utah. His Tucson roots run deep, and he and his wife, Bridget, are proud residents. Michael truly enjoys investment analysis, spending time with his family, and competitive cycling. 

Wendy K. Oliver, CRPC®

Client Relationship Manager

Wendy began working in the investment industry in March 2000 as an operational/service support controller.  She soon moved into a position as a registered administrative assistant where she loved getting to know her clients on a much more personal level.  It has been her practice to take the time to fully understand each client’s individual needs and priorities.  She is passionate about delivering outstanding client service.

Wendy lives in Tucson with her husband, Craig.  They have two children, a son and a daughter, and three granddaughters.  She very much enjoys spending time with all of them.