MRA Associates is an independently owned, CEFEX-certified investment advisor with large firm experience. Our firm provides investment, wealth management, tax compliance and consulting services to individuals, families, and organizations throughout the United States. Our fiduciary standard of care is the cornerstone of every financial bridge we build, ensuring our clients’ best interests always come first. MRA Associates has more than $3 billion in assets under management and consultation, serviced by a team of more than 50 professionals and support staff. Our firm was among the first registered investment advisors worldwide to successfully earn the prestigious Centre for Fiduciary Excellence (CEFEX) certification in 2012; we have recertified annually since. This rigorous independent assessment recognizes the excellence of firms that adhere to the industry's best fiduciary practices.MRA Associates provides clients with:o High quality services and personal attentiono Efficient, practical, and timely responseso A diverse and talented team of professionalso Tailored strategies and investment choices suited to each client’s risk toleranceo Firm-wide solutions adapted for each individual client situationHeadquartered in Phoenix, Arizona with satellite offices in Las Vegas, Nevada, and Wayzata, Minnesota, MRA Associates proudly answers to no one but its clients.

• Increased profits from negative to positive in 1st year• Created improved job billing workbook to compare cost/revenue, implemented use to 7 other offices• Improved staff morale through improved communication systems and routine meeting schedules• Maintained the daily schedule for 24 staff with the staffing requirement of 1 staff for every 3 clients• Recruited and evaluated potential clients increasing clientele by 30% • Managed 2 supervisors, conducting their training and supervising their management of employees

• Awarded: 2007 Employee of the year• Coordinated with therapists, program leaders, and clients to develop and achieve client goals• Directed other unit counselors in scheduling client activities• Used crisis negotiation to de-escalate situations emotionally charged and helped clients appropriately cope