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George R. Collett
Partner CFP®
Email: gcollett@ysfi.com
George has been a practicing financial planner for more than ten years. He is a Certified Financial Planner® licensee with a love of financial planning and strong visions about its potential. George works from the simple philosophy: "Create vision, build enthusiasm and cause action." He inspires clients to embrace their finances in the context of these critical elements.
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Ray DiMuro
Partner CFP®
Email: rdimuro@ysfi.com
Upon meeting Ray DiMuro, it is easy to see why he has become one of the top financial planners in the Valley. Ray combines a superior educational foundation and extensive background in the financial services industry with a "soft touch" and genuine connection with his clients. It is his core values that instill confidence.
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Roger Nusbaum
Portfolio Manager and
Chief Investment Officer
Email: rnusbaum@ysfi.com
Roger Nusbaum leads Your Source Financial's investment process and research team, manages the firm's asset allocation models, and is Chief Editor of the firm's market commentary. Roger has been recognized by many in the investment management industry for his expertise in portfolio management.
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Lou DiMuro
Partner, CPA
Email: ldimuro@ysfi.com
Lou is a results-driven professional advisor, experienced in successfully designing and implementing integrated financial strategies that support the business and personal financial goals of clients. After post graduate study in accounting at the University of Arizona, he became a Certified Public Accountant in 1998.
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Jay Rabins
Investment Advisor
Email: jrabins@ysfi.com
Jay has been an investment advisor since starting at Merrill Lynch in 2000. Prior to becoming an investment advisor, he spent 20 yearsof working “behind the scenes” on feature films, television and Broadway.
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| Marc Brock Investment Advisor Email: mbrock@ysfi.com Marc graduated from Illinois State University with an Economics degree. He has over 15 years of investment experience in the financial industry. He spent the last 13 years working for The Northern Trust as the V.P., Investment Counsel in the Winnetka, IL and Scottsdale, AZ offices.
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Mary Beth Smith
Coordinator of Portfolio Management
Email: msmith@ysfi.com
Bio coming soon! |
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