Our Advisors

OUR COMMITMENT TO ADD VALUE

 

When you work with Desert Peaks Financial Group, you can be assured of having a relationship that is providing you value.

We commit to:

  • Helping you simplify the complexities of retirement planning
  • Offering a holistic approach during your investment lifestyle
  • Helping you articulate, and define your financial goals
  • Earning your trust through transparency and straightforward communication
  • Offering a variety of investment services with strategies that align with your preferences and values

Our Advisors

Phoenix Metro Area Advisors

Michael Flores

Financial Advisor
Series 6, 63
Office: 480-240-4637
Cell: 480-282-0763
Email: michaelflores@primerica.com

Michael grew up near Cincinnati, Ohio, but has called Metro Phoenix, Arizona, his home since 1995. He served four years in the U.S. Army and since then he has worked in various sales and customer service capacities. Michael started in financial services in 2000 and is passionate about helping his clients save for their future goals and retirement needs. Michael is committed to developing trust and confidence with his clients by focusing his efforts on providing exceptional customer service, value and financial education, with integrity.

Caden Towt

Financial Advisor
Series 6, 63
Office: 480-240-4637
Cell: 480-323-8600
Email: ctowt@primerica.com

Caden has called Gilbert, AZ home his whole life. He graduated from Gilbert High School, where he played basketball. Caden has remained involved with his alma matter by coaching the high school and club basketball teams. After high school, Caden went on to Arizona State University and graduated with a bachelor’s degree in finance. Personal finance has interested Caden from a young age. This interest developed into a passion to pass financial education on to families in his community. Caden found Desert Peaks Financial Group to be a great place to connect with individuals and small businesses to help them reach their financial goals.

Hector Barragan

Financial Advisor
Series 6, 63
Office: 480-240-4637
Cell: 480-235-5825
Email: hbarragan@primerica.com

Hector Barragan has been in the financial services industry for over 15 years. Since that time, he has focused on educating individuals and families and helping them with their investments. One of Hector’s foundational objectives is to ensure that the retirement and investment advice he offers is also extended to Latino families. Hector wants to better equip people in the Hispanic community to reach their financial goals and secure a better future for their families.

Ed Smith

Financial Advisor
Series 6, 63
Office: 480-240-4637
Cell: 480-967-4702
Email: esmith.fwt56@primerica.com

Ed is a graduate of Devry University where he earned his degree in Computer Science. Ed enjoyed a 21 year career in the telecommunications industry where he worked his way from an electronic technician into senior management.. Ed voluntarily left his career in telecommunications in November 2021 to embark on his financial services career. Ed has a background in tax preparation and accounting which assists him in identifying financial solutions to meet his clients’ financial needs.

Northern Arizona Advisors

Tristen Aragon

Financial Advisor
Series 6, 63
Office: 928-714-1448
Cell: 928-386-7344
Email: taragon@primerica.com

Tristen joined the company in 2017. She was born, raised, and resides in Winslow, Arizona. She is passionate about educating families on how to achieve a bright financial future.

Samuel Cummings

Financial Advisor
Series 6, 63
Office: 928-714-1448
Cell: 928-660-2856
Email: scummings@primerica.com

Sam is a graduate of Arizona State University – WP Carey School of Business where he earned his Bachelors in Accounting and Masters in Taxation. Sam is also is a Certified Public Accountant (CPA). Sam uses his background and experience to help his clients achieve their financial goals.

Donna Jennifer O’Neil

Financial Advisor
Series 6, 63
Office: 928-714-1448
Cell: 928-600-2804
Email: Jennifer.oneil@primerica.com

Jennifer has been in financial services since 2011. With a background in human resources and counseling, she has seen how finances impact a person’s life. She understands how important and useful it is for families and individuals to have a financial roadmap in order to achieve their goals. Jennifer appreciates the journey to financial freedom and values the peace of mind financial security brings to her clients.

Bonnie Rogers

Financial Advisor
Series 6, 63
Office: 928-714-1448
Cell: 928-587-4314
Email: bonniesusanrogers@primerica.com

Bonnie joined Primerica Financial Services in 1997. She is passionate about finding solutions for her clients’ financial needs and reaching their financial goals. She is committed to connecting them with the appropriate services and investment solutions to be on track and make a difference in their financial future.

For additional information about an advisor, including licenses and state registrations, please visit www.BrokerCheck.com.

Every advisor at Desert Peaks Financial Group uses our core beliefs to guide us. Service is our top priority. Our passion and focus drive us to ensure that your financial needs are being met.

The individuals identified as Desert Peaks Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.

A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.

PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.

Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.

The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.

Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.

Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.

This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.

Investing entails risk including loss of principal. Past performance is no guarantee of future results.

Phoenix:

1094 South Gilbert Road

Suite 201

Gilbert, AZ 85296

Flagstaff:

2501 North 4th Street

Suite 9

Flagstaff, AZ 86004