Our Goal

Your Financial Journey

We help you navigate your financial journey through four distinct life stages.

Our Focus

Planning Your Financial Success


Protection is insurance against the unforeseen occurrences that sidetrack life. ...

View Details


The building stage starts when you begin your career and continues until you dec...

View Details


A successful financial plan gives you the ability to enjoy the fruits of your di...

View Details

Our Partners

The Greenberg Financial Network

Greenberg Financial understands a financial plan will consist of many facets in order to be successful. Knowing one person cannot be great at everything Greenberg Financial Group brought together professionals in other financial areas that serve Greenberg Financial Group clients. We all work together creating the plan that best fits the client's needs and goals. The Greenberg Financial Group network allows you to have one financial service company for all your needs. This gives you the confidence that we all are working together to support your financial journey.


Heartland Insurance Group is a local independent insurance brokerage agency. Greenberg Financial clients can receive a full review of all their personal and business insurance needs. Heartland Insurance Group strives to offer the best service, value, and price for our clients. Heartland specializes in insuring homes, all motorized vehicles, commercial properties, liabilities and umbrella policies.

Call Greenberg Financial Group at (520) 544-4909 for a review and quote


Greenberg Financial partnered with an Arizona law firm with a history of distinguished performance and services. Greenberg Financial Group client’s will feel comfortable that their Estate Plan, Will or Trust will be reviewed, updated, and implemented exactly the way they want it executed.

Call Greenberg Financial at (520) 544-4909 set an appointment in order to review, update or create a new Estate Plan, Will or Trust


Greenberg Financial Group partnered with Moore Financial to offer our clients a variety of insurance strategies and guidance. All financial plans should ensure you have some level of protection when unexpected family income interruptions occur in life.

Call Greenberg Financial Group at (520) 544-4909 to review, update or start protecting you and your family.

Our Talented Leadership Team

Dean Greenberg


David Sherwood

VP - Investments and Portfolio Management

Stephanie Mayoral

Financial Advisor

Dylan Greenberg

Financial Advisor

Sue Maxwell

Vice President

Claudia Enriquez

Executive Assistant

Shaquita Carter

Administrative Assistant/Front Office Concierge

Mel Greenberg

Director of Marketing

Mark Kinney

Greenberg Financial Group Network/Partner - Moore Financial Strategies

Anthony Figueroa

Greenberg Financial Group Network/Partner - Heartland Insurance Group

Stay up to date with our newsletter

Sign Up for our Newsletter to get the latest updates!