David A. Basinger, CFP
Managing Principal
As a CERTIFIED FINANCIAL PLANNER™ professional, David helps manage investments for individuals, trusts, retirement plans, charitable organizations and businesses. His extensive experience throughout major shifts in the markets has enabled him to help his clients develop and implement strategies for building wealth and managing risk.
David began his financial services career with Edward Jones, one of the nation's top brokerage firms, where he worked for nearly ten years running a branch office in Tempe, AZ. In 2008 he started Basinger Investment Group, LLC and moved his financial practice to Wells Fargo Advisors Financial Network.
David graduated with a B.A. degree from the Walter Cronkite School of Journalism at Arizona State University and then went on to Western International University later earning his CFP® designation.
In 2015 he was named one of the Top Wealth Managers in Phoenix Magazine's September issue, a select group, representing less than 3% of the wealth managers in the Phoenix area.
He is committed to his family, his church and his community. David has been married for over 20 years and has 2 sons. He enjoys backpacking, snowboarding, camping and basketball. He is a member of AZ Community Church and serves on the financial ministries team. He is also a long time member and two-time past president of the Tempe-Sunrise Kiwanis Club and is currently serving as Vice President for the Valley Christian Athletic Booster Club.
Jennifer A. Basinger
Registered Operations Manager
Associate Financial Advisor
Jen is a Partner and Associate Financial Advisor, whose responsibiilties also include overseeing operations for the practice. She has a Bachelor of Science degree in Finance from Arizona State University and holds her series 7 and 66 securities registrations as well as an Arizona Insurance License. After 14 years in corporate finance as the Executive Vice President for an international manufacturing company, she decided to help start and run Basinger Investment Group, LLC. In addition to managing operations for the practice she works closely with clients to build their customized retirement plans. Jen enjoys hiking, yoga, skiing, learning paino, golf and just hanging out with her boys. She is committed to helping her community prosper and has volunteered countless hours with the Boy Scouts of America, Kyrene PTO, YMCA, East Valley Boys Service Club and is currently serving as Treasurer on the Board of Directors for Valley Christian High School.currently serving as Vice President for the Valley Christian Athletic Booster Club.
Elizabeth Annalise Beauchamp-Orolowski
First Vice President - Investments
Managing Director
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