About - Hundman Wealth Planning

About Us

At our firm, we have the client—and only the client—in mind.

Who We Are

Hundman Wealth Planning believes the “American dream” isn’t out of reach for anyone. From managing debt to saving for college or retirement, we have made it our mission to provide proactive wealth management solutions that help you achieve your goals. Our experienced consultants will walk you through retirement planning, tax planning, business succession, estate planning, asset protection and executive bonus planning to develop a plan that suits your individual needs and ensures your legacy. At Hundman, your goals become our goals because we have only you in mind.

  • Founded in 1999
  • Family-owned and operated
  • Current owner of Hundman Law Offices, PLLC and Hundman Tax Services, LLC.

Schedule your complimentary consultation with Hundman Wealth Planning today.

Meet The Team

It is truly a family affair at Hundman Wealth Management. Family-owned and operated, we came together because of our passion for people. We take pride in our ability to work closely with clients to educate them and to make sure their estate & financial plans meet their objectives.

Jim Hundman


C: (480) 688-3920 | O: (480) 625-3134

Steve Hundman

VP/Tax Specialist

Julie Hundman

Office Manager

Kassandra England

Client Relations

Shelbey Read

Executive Assistant