Our Firm

Southwest Wealth Strategies, LLC was formed by bringing together a group of financial professionals with over 70-years of combined industry experience and over $100 Million under management on the premise that a group of financial professionals, with diverse backgrounds and areas of experience, could more effectively meet the needs of their clients than individual financial professionals working alone.

Our Team at a Glance:

John Arnold, CFP®, MBA                                                      Raymond Dimuzio                           CEO, Managing Partner                                                        President, Senior Partner 

Benjamin Miles, CFP®, CLU                                                 Leonard Sanchez, CPA, PFS                                     Partner                                                                                     Partner 

Mark Asher                                                                            Chris Lanier                                             
Director of New Business Operations, Partner                    Director of Business Strategies, Partner

George James                                                                        Zak  Hayden                                                              Director of Insurance Planning Strategies, Partner             Director of Financial Strategies

Michelle Gale-Star, FLMI                                                      Austin Graff
Director of Operations                                                           Director of Retirement Strategies                        

 

The Strength of Partnership:

Members of Southwest Wealth Strategies are associated with AXA Advisors, LLC, which boasts over 5,000 financial professionals nationally and is a member of global AXA Group, which operates in over 60 countries.  Affiliates of AXA Advisors affiliates include AXA Equitable Life Insurance Company (NY, NY) and AXA Network, LLC (AXA Network Insurance Agency of California, LLC; AXA Network Insurance Agency of Utah, LLC; AXA Network of Puerto Rico, Inc.)

 

 

 

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances