Judith Donatelli Sides, President, is a Registered Financial Consultant who has been in the financial planning business since 1990. Prior to 1990 she was in sales and marketing in the headquarters of three large banks. She was very successful in establishing payroll programs for many businesses, large and small, for Bank of America in Southern California.
As a strategic planner she designed a supermarket banking program for First Interstate Bank, also in southern California. Later she joined a large S & L in Arizona as Director of Sales and was a member of the Board of Directors. She left that position to become a financial planner.
Judy specializes in financial plans, mutual funds, insurance, and retirement programs. Her clients include small businesses, educators and others. She has specialized recently in assisting people to get more for their insurance dollar. (See 'Change Your Insurance' under 'About Us' tab).
She holds a Bachelor's degree in business with a marketing major and has done graduate work is the field. She has also earned a Certificate in Financial Planning from the University of Phoenix.