Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John Velez

520.445.8004

888.316.6132

john@quantumwms.com

John Velez joined Independent Financial Group as an independent Financial Advisor in May 2016, bringing over 40 years of experience to the position. A graduate of Baruch College, John holds Series 7 and 66 securities licenses plus...

Read more

Sheila Peress Velez

520.445.8004

888.316.6132

sheila@quantumwms.com

Sheila Peress Velez has been a Tucsonan since 1974. Armed with Bachelor’s and Master’s degrees, Sheila went on to teach in TUSD for 33 years including 13 years with special needs students and 20 years with fifth graders....

Read more