About Us


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 providing financial vehicles and services that are in your best interest in order to help you achieve your goals and objectives, not ours.

oversonL 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 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. You can view our profile in the February 10, 2014 issue of Forbes Magazine in the America’s Financial Leaders section. Overson Advisory Group LLC and Overson Tax Advisory, Inc are affiliated 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.




Strategic Alliances

James Phelps, Attorney, specializes in estates, trusts, and business planning with the firm of Gillette & PhelpsHe is located at 7227 E Baseline Rd, Suite 103, Mesa AZ 85209.

Nick Stovall, CPA /PFS

Owner, president and Chief Tax Strategist of Stovall and Associates, Ltd.

Nick Stovall is at the forefront in accounting; strategic financial planning; business, IRA and technical taxation; tax law and policy; and investing. With extensive knowledge of the financial services industry and a solid understanding of the complex demands of diverse business settings, his experience provides invaluable perspective into the intricate relationship between tax and business issues.