Bill Holliday, CFP®, AIF®, CSRIC™
Certified Financial Planner (CFP®)
Bill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Sustainable Responsible Impact Investing (SRI) Counselor (CSRIC™), a member of National Association of Professional Financial Advisers (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network.
Bill is the volunteer director of a charitable organization that provides support to Mexican communities in need called ProMex Group.
Bill volunteers with No More Deaths to provide assistance to migrants in Mexico.
He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill served in the Peace Corps in Nicaragua small business development group. He is fluent in Spanish.
Bill loves technology and is continually working to improve his clients’ experience through new software.
Jason Pfau, CFP®
Jason is a Certified Financial Planner who started his career in the financial services industry in 2012 and has both banking and brokerage experience. He enjoys helping his client’s meet their financial goals and educating them so they are empowered to make informed decisions. His interest in financial planning increased dramatically after obtaining his brokerage licenses in 2015. He will be working toward obtaining his CFP certification and building relationships with clients.
Jason graduated from the Berklee College of Music in Boston, MA with a degree in Guitar Performance and was born and raised in Oregon. He loves coffee, photography, and all things outdoors. His wife is an RN and Tucson native, and he has a daughter born in 2010.
Linda Stratton, CFP®, EA, MBA
Certified Financial Planner (CFP)
Linda has been a financial advisor since 2004. She started her own firm (Stratton Advisors) in 2005. Linda received her MBA from Northern Arizona University. She received her Certified Financial Planner (CFP) designation in 2007. She is an Enrolled Agent (EA) allowing her to represent taxpayers before the Internal Revenue Service (IRS) for tax issues including audits, collections and appeals.
Linda a member of the Alliance of Comprehensive Planners (ACP) and National Association of Personal Financial Advisors (NAPFA). She is active with the Rotary club.
Argentina has been with AIO Financial since 2010. She is in charge of the back office. She handles accounting, appointment reminders, meeting preparation and meeting follow up. She has a bachelors from the University of Hermosillo. Argentina has 3 kids.