Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Cell 480-204-2413
cclaridge@dfpg.com
https://calendly.com/chris-claridge
Chris Claridge
Founding Member, Gen 1 Financial Advisors
I love that I can help people navigate their financial, retirement, insurance and tax planning journey.
I am an Arizona native from the Southeastern part of the state and have lived the last twenty years in the Mesa area. I graduated from Grand Canyon University with a Bachelor of Science Degree in Accounting and a Master of Business Administration with emphasis in accounting. I worked as a corporate accountant and analyst for 5 years while building a tax practice and a financial services business. I have now completed more than 10 tax seasons and have spent more than 12 years in the financial services industry.
My wife and I have been married 24 years and are the proud parents of 5 children. When I am not helping clients with retirement planning, active management of their retirement plans and tax planning, I enjoy the outdoors, camping, shooting and just about anything else that gets me out of the city for a while.
I hold a Life and Health Insurance License and Series 6, 63, and 65 Security Licenses. I enjoy helping clients to start their finance journey as well as helping those who are further down the road in their career or getting ready to start down the road of retirement.
Phone 928-428-3625
Cell 928-965-3625
ljensen@dfpg.com
https://calendly.com/jensentaxservice
Layne Jensen
Founding Member, Gen 1 Financial Advisors
I am a graduate with a Bachelor of Accountancy degree from Northern Arizona University. I have been in the tax preparation and accounting business for 30 years. I’ve worked in the financial industry for 19 years. I’ve worked at small and large companies but have been self-employed for over 27 years. My experience in these industries helps me bring a very holistic view to client’s financial goals and dreams.
I obtained my life insurance license in 2003. Also, in 2003 I became licensed with my Series 6 &63 and started working in the financial industry. In 2007 I passed the Series 65 exam and began working as an Investment Advisory Representative.
I love working with clients and helping them get a workable and achievable financial plan in place. I want to discuss the whole financial picture and goals for the future. I want clients to understand how their money is working and how it will help them in the future as well as today.
I am the father of 8 awesome kids, currently 6 grandkids and the most awesome wife of 31 years.
I enjoy the outdoors backpacking, hiking, hunting, mountain biking, exploring and generally staying as active as I can.
Phone 928-428-3625
Cell 928-965-6283
tjensen@dfpg.com
https://calendly.com/jensentaxservice
Tom Jensen
Founding Member, Gen 1 Financial Advisors
Tom Jensen has been in the Finance industry for 7 years, His Licenses include Life, Series 6, 63, 65. Tom enjoys spending time with his wife and kids as well as the outdoors. He has been a resident of Arizona all of his life and currently resides in the Gila Valley.
Phone 714-512-5299
Cell 909-524-9394
rsale@dfpg.com
Calendly – coming soon
Robert Sale
Founding Member, Gen 1 Financial Advisors
Robert A. Sale is an investment advisory professional with over 20 years of experience in the financial advisory industry. Robert also brings an extensive background in teaching to educate clients on how money works and on the financial fundamentals of income in retirement. Robert joined DFPG Investment, LLC and GEN1 Financial Advisors in 2022 and works alongside his beautiful wife Jennifer, and her insurance agency. Leading the GEN1 Financial Advisors branch office in Southern California, Robert is also an independent insurance producer offering, life insurance, health insurance, long-term care/disability insurance, and annuities.
More about GEN1 Financial Advisor: A firm dedicated to effectively assisting individuals and small businesses with sound financial ideas, GEN1 Financial Advisor works to bring Wall Street to Main Street. Our advisors can assist with personal 401(k) / 403(b) investment management, retirement income planning, tax savings strategies, executive & employee benefits plans, and effective business structuring.
Gary Warnica Jr.
Fiduciary Advisor, Gen1 Financial Advisors
I have been the recipient of excellent financial advice many years ago. After meeting with my advisor again in 2018, he laid out a detailed plan to fulfill my dream of retiring early at age 54 in the summer of 2020 after a wonderful career in Aerospace Engineering. That meeting with my advisor in 2018 was so significant and liberating that I decided to become an advisor myself! I wanted to serve others and share the same types of information that led to my own financial and time freedom. I became licensed in 2018 after successfully passing my FINRA Series 6, 63, 65, and 7 exams as well as Life and Health licensing exams. My unique experiences actually “retiring” from my first career give me special insights into the practical and psychological aspects of retirement that no one seems to talk about.
My former career in aerospace engineering at Honeywell lasted over 31 years and included incredible experiences working on the Hubble Space Telescope, Space Shuttle, International Space Station, and the NASA Orion Spacecraft (now called Artemis). My background in engineering and problem-solving plays right into my financial services where I treat every client’s financial plan as a “custom design solution.”
When not serving as a Financial Fiduciary, I enjoy running, hiking, cycling, archery, and hunting. I have three beautiful daughters and two grandsons.
Email: hnewman@dfpg.com
Hailey Newman
Assistant to the Advisor/Account Manager
I am a full-time mother to my vibrant two-year-old son, wife to my wonderful husband of six years, a personal growth connoisseur, and one who is passionate about helping others. I grew up homeschooled and went on to receive my Esthetician License while working as an Independent Consultant for a network marketing company. Since then, I have taken on many roles as a Customer Service Specialist and have been broadening my experience as an Executive Assistant. I love serving others and I find a sense of purpose in helping in personal finance. When I am not assisting clients, I am most likely cooking, cleaning, doing laundry, or hiking.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.