I have been serving the financial needs of individuals and small companies since graduating from The University of Arizona with a finance degree in 1985. Recognizing the value of bringing an independent, fee based model to clients long ago, and allowing for customization of client portfolios and unbiased product/service delivery led to the founding of Financial Directions with Frank Griffith and Ray Martin. We are very proud to have been at the forefront of what is now common place in the delivery of financial advice and we look forward to continuing the charge for the benefit of our clients.
In addition to being an avid fan and supporter of the University of Arizona, I am involved with The Centurions – a men’s philanthropic organization, DM-50 – supporting the Airmen and women at Davis- Monthan, the YMCA Foundation and various youth sports programs. I love time with family (wife Donna) and friends, being outdoors, golfing, hiking and sitting on the beach in Rocky Point. I miss the days of chasing my kids around, as 3 of 4 are now out of the house and in college (ouch).
I’ve been helping clients with their financial goals for more than 25 years. Working together to find the most appropriate investment mix, be it for college saving, retirement –whether far off or impending—is the most rewarding part of this business. I’ve been fortunate enough to have many long-term relationships with clients, progressing from their working life to maintaining a decent standard in retirement, which often lasts 30 years or more and requires ongoing attention.
I have a certification in computer science from the City University of New York and have lived in Tucson since 1985.
I came to Financial Directions as a junior at the University of Arizona, eventually earning my degree in Economics. After graduating I spent several years with Meritage Homes and later with the University of Arizona Department of Surgery before returning to Financial Directions an an investment advisor.
Outside of the office, I spend most of my time with my wife Rachael and our three children Emma, Matt and Rebecca.
Guy is proud of the fact that he is native born, reared, and educated. In 1963 he began his career as a teacher in South Phoenix. From 1970 he was a counselor at Phoenix College then an assistant dean and dean in California and New Mexico. He earned his bachelor's (1963) and master's (1969) from Northern Arizona University. In 1975 he earned his doctorate in counseling psychology from Arizona State University. In 1981 he brought his expertise as an educator to his new career as an investment advisor. His primary goal is to provide his clients with a clear understanding of the concepts necessary to realize and maintain their financial dreams. Guy is the proud father of Michelle and Marcelene. Michelle is a teacher in San Diego and Marcelene is a marketing associate at the Old Mill District in Bend, Oregon. He is happily married to the former Josefina Gonzales of Miami, Arizona.
I love helping clients who are committed to achieving their financial goals. My background includes working for 15 years for Exxon Minerals Explorations, Inc., which allowed me to learn the process of researching information and putting a plan in place to create and implement solutions to business problems as they arise. Through referrals and presentations I love to meet potential investors who are interested in discussing and implementing a plan to meet their goals.
I’ve enjoyed living in Tucson since 1984 and getting to know the variety of people that make up our wonderful community. My spare time is used for gardening and travel.
After working in accounting and personnel benefits for many years I felt it was time for a change and joined Financial Directions in 1998 at the encouragement of Frank Griffith. I enjoy the dynamic and challenging aspects of investment planning for my clients and the camaraderie and knowledge base of all our advisors. With my husband Scott, a landscape photographer and IT guru, we enjoy hiking and biking. Part of our retirement bucket list, though it’s still many years in the future, is to hike all the US National Parks and photograph their beauty. I enjoy assisting my clients toward defining and achieving their financial goals so they can have a successful and fulfilling retirement, too.
After spending many years in the health care industry in Indiana, I brought my five children to Arizona in 1989 to make a new start. So started my love of the desert and offering investment advice. It has truly been the best fit for my talents and has led me to the discovery of enduring friendships and the satisfaction of knowing I have contributed to bettering another person’s financial future. Of course, I would be remiss if I did not mention that one of those early client relationships became my marriage to my wife Carroll. We both take every opportunity to share our beliefs in achieving a strong financial footing as the means to achieving whatever may be important in one’s life along the path to retirement and beyond.
Frank had a very successful career for over 30 years in financial services. He acknowledges that helping to found Financial Directions in 1996 was one of his smartest and most rewarding decisions. It allowed him to work with his clients in a very enjoyable and independent environment. Now in retirement he can pursue another passion, travel.
As most of Frank’s clients know, he and his wife Kathy are very adventurous and have always loved to travel. Feel free to contact him for travel advice (or for a travel mate) as he and Kathy have logged visits to 94 countries so far, with many more to come. Bon Voyage!