Our Mission Statement
We do not work for a company. We work for you, our client. As an independent advisory firm, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We commit to finding the best financial vehicles and services available to help you achieve your goals and objectives, not ours.
L David Overson is a native of Arizona and has over 30 years of experience in the financial services industry. He is a Chartered Financial Consultant (ChFC) and a member of the Continuing Education Program of the America College in Bryn Mawr, PA. David is author of the book, “The Essential Guide For The New Age Of Retirement.
David is the founder of Overson Advisory Group, LLC, an Arizona Registered Investment Advisor. The firm was profiled in the February 10, 2014 issue of Forbes Magazine in the America’s Financial Leaders section. OAG is associated with the national multi-services firm, Gradient Financial Group.
Tim O’Donnell is a Registered Tax Return Preparer (RTRP) with 10 years experience in the tax preparation field. He is authorized to practice before the Internal Revenue Service (IRS) and is an authorized e-file provider.
James Phelps, Attorney, specializes in estates, trusts, and business planning with the firm of DiCarlo Caserta McKeighan & Phelps. He is located at 7227 E Baseline Rd, Suite 103, Mesa AZ 85209.
Nick Stovall, CPA /PFS
Chief Tax Strategist of Gradient Financial Group, LLC
Handpicked to serve as chief financial officer for Gradient Financial Group, LLC, Nick Stovall CPA/PFSSM, MBA boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law and tax policy knowledge to the organization. Nick also holds his series 27, 7, 66 and S27 as FINOP as well as his life and health license. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, his experience provides an invaluable perspective on the intricate relationships between tax and business issues.