Greenberg Financial Group

Dean Greenberg is a financial advisor at Greenberg Financial Group in Tucson, AZ, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenberg Financial Group since 2001. Outside of his advisory role, he is a 50% owner of Campbell Financial Plaza LLC, an office building where his firm is a tenant. Greenberg Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $331 million in client assets. The firm employs a profile-driven investment approach with diversified allocations and continuous account monitoring, and it also offers insurance products and a public education program.

Mark Kinney is a financial advisor with Greenberg Financial Group in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at The Leaders Group Inc and Gradient Securities, LLC. Outside of financial advising, he owns OMG Gourmet Desserts, a wholesale gourmet treats and desserts business. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $331 million in client assets using a documented, profile-driven approach that includes diversified allocations and continuous account monitoring.

Dylan Greenberg is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 license with six years of industry experience. Prior to joining Greenberg Financial Group in 2018, he worked briefly at RBC Wealth Management and Central Bank & Trust Company. Outside of his advisory role, he serves as an assistant football coach for Tucson High School. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $331 million in client assets using a profile-driven approach that includes diversified allocations, continuous monitoring, and a range of insurance products alongside investment management.

Todd Glick is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Troon Country Club and El Conquistador Golf. Greenberg Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses with a range of investment advisory and financial planning services. The firm follows a profile-driven approach to portfolio management, offering diversified allocations and continuous account monitoring, and maintains a public education program including radio and television segments and no-fee workshops.

David Sherwood is a financial advisor with Greenberg Financial Group in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Greenberg Financial Group since 2002. Greenberg Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $331 million in client assets. The firm uses a profile-driven investment approach with diversified allocations and offers a range of services including portfolio management, retirement and education planning, and public education programs.

Sebastian Borsini is a financial advisor at Greenberg Financial Group in Tucson, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Greenberg Financial Group in 2023, he worked at Heritage Highlands from 2021 to 2023 and at Troon Golf - El Conquistador from 2018 to 2021. Outside of his advisory role, he works part-time as a server at Heritage Highlands. Greenberg Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $331 million in client assets. The firm uses a documented, profile-driven approach to implement diversified portfolios and offers a range of services including portfolio management, retirement and education planning, and public education programs.