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.
L David Overson is a native of Arizona and has over 30 years of experience in the financial services industry. He earned the Chartered Financial Consultant (ChFC) designation in 1991 from the American College. He is the 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. Tax and insurance services are offered through Overson Tax Advisory Inc, an affiliated company.
Thais Henderson is our office manager and has been associated with Overson Advisory Group for the past 9 years. She has over 12 years experience working in the financial services industry. Her focus is building strong client relationships. Thais is passionate about delivering superior client service and administration.
Thais is a Minnesota native. She lived in Winnipeg, Canada for 33 years before moving to Arizona with her husband, Richard, in 2010. They have been married for 23 years and have 3 children and 1 grandchild.
Tim O’Donnell is a Registered Tax Return Preparer (RTRP) with 15 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.
Overson Advisory Group of companies are affiliated with the national multi-services financial firm, Gradient Financial Group.