Our Talented Leadership Team

Dean Greenberg
Dean Greenberg President & Founder
David Sherwood
David Sherwood VP of Investment Services
Ruben Fernandez
Ruben Fernandez Registered Representative, Financial Advisor
Natalie Fernandez
Natalie Fernandez Lee Financial Advisor, Retirement Specialist, Registered Principal
Sue Maxwell
Sue Maxwell VP Compliance / Operations
Laurie Metz
Laurie Metz Administrative Assistant

The Greenberg Financial Group is one of Tucson’s leading local Registered Investment Advisory Firms.

We work to enhance the personal and financial well-being of all individual and institutional clients by utilizing an in-house process called MAP (Managed Asset Portfolio). The company’s team of Investment Professionals, with more than 170 years of combined financial industry experience, is committed to designing and actively managing a customized portfolio for every client… one that stresses discipline and diversification. You’re much more than a number here at the Greenberg Financial Group, you are an integral part of our community and we believe your Money Matters.

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