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Yuma, Arizona

Description of unique location:

<h2>Yuma, AZ (Corporate Office)</h2>

Yuma, AZ (Corporate Office)

2615 East 24th Street Suite 2

Yuma, AZ 85365

Phone: 928.344.8000

Fax: 928.344.1213

Mon-Thu: 8:00 AM - 5:00 PM

Fri: 8:00 AM - 3:30 PM

Serving the Yuma Branch

Abe Felix

Client Services Representative

Alyssa Filippi

Client Services Representative

Amanda Swann

Client Services Representative

Amy Lee-Simpson

Lead Client Services Representative

Barry D. Todd, ChFC®

CEO, Financial Adviser

Serving as the Chief Executive Officer of Invicta Financial Group, Mr. Barry D. Todd has established himself as a formidable leader in the financial services sector. Invicta, founded in 2007, is an independent financial services firm...
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Ben Williams

Financial Adviser

Ben Williams got his start as a financial adviser in 2014 with BDT & Associates, Inc. upon attaining his Bachelor of Science in Personal Finance from Winthrop University in South Carolina. He realized the importance of building and...
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Blake Morlet

Financial Adviser

Blake Morlet joined Invicta Financial Group in 2018 after almost a decade of business management experience in the Planned Development sector. Blake is passionate about entrepreneurship and guiding business owners and business...
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Brandon Jackson

Client Services Representative

Chip Stratmann

Financial Adviser

Following a dedicated search for the right home for his financial advisory practice, Chip Stratmann joined Invicta Financial Group in the summer of 2013 as a Financial Adviser. Upon his retirement from the United States Marine Corps in...
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Dawn Hagman

Compliance Internal Auditor

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

Doyel Price, Jr. is the President of BDT & Associates, Inc., an independent financial services firm with advisors offering fee-based services. Doyel's passion is to build a community of Ideal Clients that synergize the effectiveness...

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Fred Brown

Client Services Representative

Howard Barker

Financial Adviser

Howard Barker got his start as a financial adviser in 2018 when he joined Invicta Financial Group as a Registered Investment Adviser. Howard's goal is to maintain a community of Ideal Clients that benefit from the enduring...
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Juli Winn

Lead Processing Specialist

Kym Davis

President, Chief Compliance Officer, CFO

Leigh Harns

Financial Adviser

Leigh Harns has always had a passion for helping others, in high school and college she tutored students in math and science, as well as coached and mentored young athletes in field hockey and track. Leigh attended San Diego State...
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Sandi Goldhamer

Financial Adviser

Sandi Goldhamer was born in the Big Apple. She grew up in a concrete jungle and attended Florida State University, where she majored in Physics, learned how to wrestle alligators, and ride a horse like a true Seminole. Sandi embarked...
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Scott Hull


Scott L. Hull is a Financial Adviser with BDT & Associates, Inc., an independent financial services firm with advisers offering fee-based services. Scott's passion is to serve his community of Ideal Clients that synergize the...

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Tyler Laurel

Director of Operations

Yanelle Martinez

Processing Specialist

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