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About Us
John T. Steel and Eric J. Dettman are co-founders of Sonoran Desert Wealth Management, a practice focused on providing integrated financial planning for physicians, dentists and other high-income professionals, as well as wealth accumulation and distribution strategies for pre-retirees and retirees. Their focus is to help maximize clients' tax advantages, mitigate risk to income and savings, and optimize investment return. A broad range of services includes corporate structuring, pension planning, insurance strategies, investment management, and asset protection and estate planning.
And, because the professionals at Sonoran Wealth realize every individual’s needs and goals are different, they perform an initial in-depth analysis of each client’s unique financial situation. To track progress and monitor results, each client has secure 24/7 access to all of their pertinent financial data and performance information through a web-based client dashboard system.
Open and ongoing communications and a full spectrum of financial tools enable Sonoran Wealth’s professionals to help meet client needs. Please contact the firm today to learn more about supporting your objectives.
John Steel is a graduate of Indiana University. Before founding Sonoran Desert Wealth Management, Mr. Steel was an independent financial advisor with Greenbook Financial Services, and held positions with Fisher Investments and KPMG. He holds an insurance license, as well as Series 65 (Uniform Investment Advisor Law Examination), 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Examination) securities licenses through First Allied Securities, Inc..
Eric Dettman earned his Master’s Degree from Grand Valley State University. Before founding Sonoran Desert Wealth Management, Mr. Dettman was Director of Advisor and Business Development for Greenbook Financial Services. He holds an insurance license, as well as Series 65 (Uniform Investment Advisor Law Examination), 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Examination) securities licenses through First Allied Securities, Inc. Mr. Dettman also serves on the Board of Directors for the Arizona Dental Foundation.
And, because the professionals at Sonoran Wealth realize every individual’s needs and goals are different, they perform an initial in-depth analysis of each client’s unique financial situation. To track progress and monitor results, each client has secure 24/7 access to all of their pertinent financial data and performance information through a web-based client dashboard system.
Open and ongoing communications and a full spectrum of financial tools enable Sonoran Wealth’s professionals to help meet client needs. Please contact the firm today to learn more about supporting your objectives.
John Steel is a graduate of Indiana University. Before founding Sonoran Desert Wealth Management, Mr. Steel was an independent financial advisor with Greenbook Financial Services, and held positions with Fisher Investments and KPMG. He holds an insurance license, as well as Series 65 (Uniform Investment Advisor Law Examination), 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Examination) securities licenses through First Allied Securities, Inc..
Eric Dettman earned his Master’s Degree from Grand Valley State University. Before founding Sonoran Desert Wealth Management, Mr. Dettman was Director of Advisor and Business Development for Greenbook Financial Services. He holds an insurance license, as well as Series 65 (Uniform Investment Advisor Law Examination), 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Examination) securities licenses through First Allied Securities, Inc. Mr. Dettman also serves on the Board of Directors for the Arizona Dental Foundation.