Meet Our Team of
Financial Professionals

As the Director of Operations and an active member of the community, Matthew is dedicated to helping individuals and businesses build their financial futures. To stay on top of this field and develop his professional skills, he regularly attends industry training and certification programs.

Academic achievements include a finance degree from The University of Arizona. Matthew’s education, experience and professional affiliations have fostered his practical approach to managing successful financial service companies. For more than 25 years, Matthew’s outstanding service and commitment to excellence has built a loyal client following. Maintaining a strong sense of community and a solid professional foundation are of the utmost importance.

When not working, Matthew spends time with his wife, Rebecca Escarcega, and his two daughters, Madison and Meadow.

Rebecca brings a breadth of experience to her clients, from business financial planning, operations and sales, to experience helping individuals and families work towards their personal financial goals. Rebecca is focused on using strategic retirement income planning to assist retirees and pre-retirees preserve their retirement savings.

As a financial professional, Rebecca is qualified to address her clients’ comprehensive needs, addressing specific issues such as insurance, retirement planning, maximizing cash flow, and education planning. Her goal is to build trust by two guiding principles: honesty and integrity.

In addition to her role as a financial professional, Rebecca leads the mobile notary and signing services branch of Alliance Financial. With her past experience and knowledge in real estate, Rebecca is an asset to her clients providing reliable and outstanding services.

Rebecca’s academic achievements include associate’s degrees in real estate, sales, and marketing from Waukesha County Technical College. Prior to co-founding Alliance Financial, Rebecca has 17 years of real estate asset management experience in which she successfully led her teams to maximize financial growth.

When not working, Rebecca enjoys real estate development, being a member of the Elks’ community, spending time outdoors, and with her family.

For over six years, Adrian has provided unbiased, objective financial advice. Adrian strives to listen and understand each clients’ goals, needs, values, and risk tolerance in the context of a caring relationship. He then tailors a plan to fit their unique set of circumstances. His attention to detail, good listening skills, and great empathy are symbols of his appreciation by his clients.

Adrian’s academic achievements include a nursing degree from Grand Canyon University. His education and nursing background allows him to better understand and serve his clients’ needs in their retirement years. In addition to his professional development and industry training, Adrian is also pursuing a Master of Science in nursing.

Adrian is happily married to his wife, Ryan, and has two sons, Adrian and Alex. Away from working, he enjoys hiking, golfing, and spending time at GCU basketball games with his friends and family.

As a Financial Professional of 15 years, Jessie firmly believes that security and taking care of family are the most important services to provide. Experience, plus guidance for the next generation. Jessie enjoys helping people as their lives are continuously changing and evolving. He truly enjoys getting to know each of his clients while guiding them in all their financial needs.

As a veteran, Jessie has a long, in-depth background. Jessie’s military career expands 12 years, serving in multiple countries. Jessie’s educational background includes a bachelor’s degree in health education and a MBA in global management.

Jessie enjoys a healthy lifestyle and spending time with his children, sisters, and close friends. He also hopes to travel once his children are older.