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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

abe@invictafg.com

Amy Lee-Simpson

Client Services Representative

amy@invictafg.com

Barry D. Todd, ChFC®, ChFEBC

CEO, Financial Adviser

barry@invictafg.com

Barry D. Todd is Chairman and CEO of Invicta Financial Group. an independent, fee-for-service financial services firm. Barry's passion is to build a community of Trusted Advisers and Ideal Clients that synergize the effectiveness and...

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Ben Williams

Financial Adviser

ben@invictafg.com

Ben A. Williams is a Financial Advisor with Invicta Financial Group, an independent, fee-for-service financial services firm.Invicta Financial Group, formerly BDT & Associates, Inc., was founded in 2008 and continues to...
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Blake Morlet

Financial Adviser

blake@invictafg.com

Blake A. Morlet is a Financial Adviser with Invicta Financial Group, an independent, fee-for-service financial services firm. Invicta Financial Group, d/b/a of BDT & Associates, Inc., was founded in 2008 and continues to successfully...
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Brandon Jackson

Client Services Representative

brandon@invictag.com

Chip Stratmann

Financial Adviser

chip@invictafg.com

Chip Stratmann is a Financial Advisor with BDT & Associates, Inc., an independent financial advisory firm offering fee-based services. Chip's purpose is to maintain a community of Ideal Clients that benefit from the enduring...

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Dawn Hagman

Compliance Internal Auditor

dawn@invictafg.com

Doyel Price, Jr.

Vice President of Adviser Acquisitions, Financial Adviser

doyel@invictafg.com

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

Jocelyne Ramirez

Accounting Assistant

Juli Winn

Lead Processing Specialist

Kym Davis

President, Chief Compliance Officer, CFO

kym@invictafg.com

Leigh Harns

Financial Adviser

leigh@invictafg.com

Leigh’s passion is providing the highest standard of fiduciary and elite service to her Ideal Client Family and guiding them through their tailored and personalized financial plan; giving her clients back the time in their lives...

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Lili Morales

Client Services Representative

lilianna@invictafg.com

Martyna Ryzewska

Processing Specialist

Sandi Goldhamer

Financial Adviser

sandi@invictafg.com

Sandi Goldhamer is a Financial Adviser with Invicta Financial Group, an independent, fee-for-service financial services firm. Invicta Financial Group, a subsidiary of BDT & Associates, Inc., was founded in 2008 and continues to...
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Sara Parker

Client Services Representative

sara@invictafg.com

Scott Hull

Director

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

tyler@invictafg.com

Yanelle Martinez

Processing Specialist

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