Michael Barlow – is a native of Grosse Pointe, Michigan.  I moved to Arizona in 1976 and earned a business degree from Arizona State University in 1980.  I have been in the work force for 45 years, with 43 years in the financial service industry.  I advise 450 clients, in 36 states; and help manage approximately 475 million dollars as of August 2025.  I am married, 68 years old, and live in the Ahwatukee Foothills area.  My wife Lisa and I have four grown children and 11 grandchildren.  Our personal and investment goals are to plan and save for our grandchildren’s education and our retirement.

California Insurance License #0J08399
Resident State Arizona

Sandi VanVolkinburg – is a Senior Registered Client Associate, Vice President with 36 years’ experience.  You can count on her to handle all of your administrative details, i.e., change of address, fund disbursements or deposits, literature & research request, account paperwork, on-line access, automatic funds transfers and providing quotes.  Sandi is registered and able to enter your unsolicited buy and sell orders.