Broker Check

5080 North 40th Street
Suite 400
Phoenix, AZ 85018

Kevin Gotwalt

(602) 957-7155

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Kevin Gotwalt is an experienced professional with over 8 years in the financial services industry. John Driscoll & Company serves the valley and surrounding areas of Phoenix in the areas of financial planning, including wealth...

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Craig Berger is affiliated with John Driscoll & Company and has over 35 years of experience in the financial services industry. While his primary focus is in the Phoenix Metro area, he services clients all over the United States,...

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Smilja Raketich

Administrative Assistant

602-957-7155

602-926-8423

Smilja Raketich has been an assistant to Craig Berger for over 20 years. Smilja has responsibility for processing and servicing all of our business.

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