Phocus Financial

Cheers to Lee Evans! 🎉

We had a great time celebrating Lee and his incredible 48-year career as a financial advisor. His impact on clients and colleagues alike is truly inspiring.

Congratulations on your well-deserved retirement, Lee — and thank you for everything!

Connected with so many incredible Wealth Management leaders from across the country this week — sharing best practices, exchanging ideas, and exploring new ways to elevate the planning experience for our clients.

It was great reconnecting with familiar faces from Jump AI and getting to know new colleagues from Members Trust and many others.

This week, we celebrated our September birthdays at the office with a big shoutout to Olivia, Mick, Seth, and Lauren! We marked the occasion with Key Lime Pie, German Chocolate Cake, and Tiramisu — the perfect mix of sweet treats to make the celebration extra special. 🍰✨ A big thank you to our in-house pastry chef & receptionist, Esther, for making these delicious treats!

Cheers to another great year ahead!

Today we’re celebrating our team member Walter! Your hard work, positivity, and dedication make a big difference, and we’re so grateful for all that you do. Wishing you a very happy birthday, Walter! 🥳🎂

Grateful for the partnership with our friends at Wildlife for Tomorrow and Arizona Council Trout Unlimited. Congratulations to Alan Davis and his team with the Arizona Council Trout Unlimited for their 2025 Hall of Fame induction this past weekend --- our Phocus Team loved celebrating with you! Your dedication to conservation and protecting Arizona’s natural resources makes a lasting impact for generations to come. Thank you for all you do. 🙌🌎🎣

We’re so grateful to Kindin for all her hard work and positive energy this summer. As an intern on our law team, she made a real impact — not only through her contributions to legal projects, but by lending a helping hand all across the office. Wishing you all the best as you head back to college, Kindin! 👏

Our team enjoyed an incredible day of connection and learning at The Phoenician in Phoenix, AZ! 🌟 We kicked things off with a great lunch presentation full of valuable insights, then spent the afternoon relaxing and connecting by the pool. ☀️💦 In the evening, we gathered for a delicious dinner followed by a lively casino-themed game night 🎲♠️. Grateful for the opportunity to learn, laugh, and strengthen our team outside the office.

Martin Luther King Jr. Day is January 20. Today, we celebrate the life and legacy of Dr. Martin Luther King Jr., who brought hope and progress for desegregation through peaceful gatherings.

Financial Wellness Month serves as a reminder for us to prioritize our financial well-being with the creation of a plan for the management of money and investments for the future.

Cheers to the possibilities and opportunities the new year holds. Wishing you a happy and prosperous new year!

🕊️🕯️ Hanukkah reminds us of the power of perseverance and the triumph of light over darkness. As we kindle the menorah, let's also ignite hope and unity in our hearts. Sending warm Hanukkah wishes to all celebrating! 🕎🌟

It's the holiday season, time to sparkle and shine! Here's hoping all your wishes and dreams come true, and may you feel this happiness throughout the coming year.