Richard W. Bolek CFP® is a Registered Principal   Offering Securities and Advisory Services Through   Independent Financial Group LLC, a Registered Broker-   Dealer and Investment Advisor. Member FINRA and   SIPC. 

 A graduate of Drake University, Des Moines,   IA.,Rich earned a Bachelor of Science Degree in   Accounting and received additional education from   DePaul University, Chicago, IL.

 Member National Society of Tax Professionals

 Certified Financial Planner™ 

 Registered Financial Consultant

 Series 6, 7, 26, 63 Securities Licensed, Life and Health Insurance Licensed in the states of Arizona, California, Colorado, Florida, Illinois, Iowa, Indiana, Michigan, New Mexico, Nevada, New Jersey, Ohio, Pennsylvania, Texas and Virginia.

Over 35 years experience in the tax and financial planning industries, Rich has taught  numerous courses for registered representatives and is a frequent speaker on the subjects of Investment and Tax Planning. Rich specializes in developing tax reduction stategies for high net woth individuals and businesses.

Originally from Chicago, Rich moved to Arizona in 1990, is married and has raised three beautiful daughters who all either graduated or are currently attending University of Arizona! An accomplished chef, he enjoys preparing classic meals & developing new dishes for friends & family, spending time in the mountains, on the beach, on the golf course, and attending sporting events!

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David S. Hickson, LUTCF is an Investment Advisor Representative offering Securities and Advisory Services through Independent Financial Group LLC, a Registered Broker-Dealer and Investment Advisor. Member FINRA and SIPC.

A graduate of Northern Arizona University, Flagstaff, AZ, Dave earned a Bachelor of Science degree in Geography and Planning. Dave's first career was in city planning.

Since 2007, Dave has worked with clients in the Financial Services industry.

Life Underwriting Training Council Fellow (LUTCF) 

Series 6, 7, 63, 65 Securities licensed, Life and Health Insurance licensed in the states of Arizona, California, Colorado, Kentucky, Nevada, New York, North Carolia, South Carolina, Washington, and Virginia. 

Dave is originally from California and has lived in Arizona for the past 15 years. He and his wife Kristi have two young daughters and when he is not serving clients, he is enjoying time with family and daughters' activities, participating in outdoor sports and spectator sports.

Email Dave at: