Tucker is an experienced independent investment professional who specializes in holistic financial planning and obtained his Bachelor of Science in Finance from Oregon State University’s College of Business. He later earned the designation of Accredited Asset Management Specialist™ (AAMS™) from The College for Financial Planning in Denver and has also earned the designation of Certified Plan Fiduciary Advisor (CPFA®) by the National Association of Plan Advisors. Tucker is licensed in three states for life, health, and disability insurance. He also holds his Series 7 and 66 securities registrations through LPL Financial.

Tucker’s extensive background in the financial field qualifies him to develop comprehensive financial strategies that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk-management strategies. With deep care and a high level of service, he collaborates with his clients, consisting of individuals, families, and businesses, to best address their unique financial goals.

Both Tucker and the Householder Group believe in the same values, namely “the clients’ interests come first”, and providing full financial services to their clients, which is why his partnership with the firm is a perfect fit. Through the independence provided by Householder Group, Tucker is able to fulfill his fiduciary obligations to his clients and leverage the services and products of industry-leading financial service firms and insurance providers to create customized client portfolios. Tucker and Householder Group also share the same values and objectives with respect to their dedication to achieving successful outcomes for their clients with diligence, discernment, and dependability.

In his spare time, you’ll find Tucker golfing at one of the many courses in the valley, enjoying weekend trips with his wife Camille, working out, relishing the outdoors, or spending time with friends and family. Tucker is also an active member of his church and enjoys helping others through volunteering. Tucker grew up playing sports and is an avid fan of the Portland Trail Blazers, Seattle Seahawks, and of course his Alma Mater’s team: the Oregon State Beavers.

We don’t represent a group of investment products, we represent you.

Office Location:

8985 E. Bell Rd.
Scottsdale, AZ 85260

Accredited Asset Management Specialist SM, AAMS®

The College for Financial Planning® awards the AAMS® designation to students who successfully complete the program, pass the final examination and comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions. Applicants must also disclose of any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Conferment of the designation is contingent upon the College for Financial Planning’s review of matters either self disclosed or which are discovered by the College that are required to be disclosed. Continued use of the AAMS® designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the AAMS® designation by completing 16 hours of continuing education and reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions, and self-disclose any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct.

Certified Plan Fiduciary Advisor

The CPFA® designation shows that a financial professional has completed the requirements needed to become a certified retirement planning expert. The process that CPFA® candidates go through is rigorous. Over a two-month period, candidates learn what it means to act as a financial fiduciary. Financial fiduciaries are advisors who are law-bound to act in their clients’ best interests. This helps ensure that their focus is not simply on pushing financial options or services that are in the planner’s own interest. 

After the required education, CPFA® candidates must pass a proctored exam to achieve this designation. To keep it, they must also earn 10 continuing education credits per year. Why? It helps keep them abreast of the latest developments in retirement planning.