Meet the professionals who can help you
Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet the Team

The Vora Team is made up of qualified professionals to serve you with a broad range of expertise and experience.

dharmesh

Dharmesh Vora Founder, President, CEO, Chief Financial Advisor

dharmesh@vorafinancial.com

Dharmesh’s passion for making his community a better place is a guiding force in his work with all his clients. Practically homegrown in Flagstaff and Sedona, he is a familiar neighbor and a widely known philanthropist in northern Arizona.

With over 30 years of financial planning experience, Dharmesh has been featured in The Wall Street Journal, as well as Newsweek magazine as a “Financial Trendsetter” and USA Today as a “Financial All-Star.” He has appeared on ABC, CBS, NBC and FOX, sharing his wealth of knowledge in retirement planning for high-net-worth families.

An astute strategist with a down-to-earth approach to wealth management, Dharmesh has reverse-engineered the financial planning process to make it easy to understand and tailored for every client. This type of white-glove, boutique-firm service exemplifies his commitment to going above and beyond to exceed his clients’ expectations.

Dharmesh is a member of Ed Slott’s Master Elite IRA Advisor Group and a life member of the Million Dollar Round Table and Top of the Table advisors. He served on the Flagstaff Chamber of Commerce board as well as on the executive board of Habitat for Humanity and was a charter member of Childhelp USA, Flagstaff Chapter. He was previously Chairman of the Board for the Junior Chamber of Commerce (Jaycees) and served as a past president of the Northern Arizona Association of Insurance and Financial Advisors. Additionally, he was an Ambassador for the Flagstaff Chamber of Commerce and has been an active member of the Rotary Club since 1993.

He is happily married to his wife Colleen with whom he upholds good old-fashioned close-knit family values.

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Franky Lynch Financial Advisor

franky@vorafinancial.com

After successfully obtaining a BS Degree in Exercise Science from Northern Arizona University, the world of finance beckoned to Franky Lynch, and he soon yielded to his true calling.  He wasn’t just hearing things. 

He joined the banking industry and proved himself a powerhouse asset who quickly grew the financial institution’s individual and business client base.  His passion to better serve families and businesses attain financial freedom emboldened him to pursue and acquire the proper licensing and knowledge to become an Investment Advisor Representative (IAR).  Not only did he clinch the Series 65 license, but he is also a licensed Insurance Agent, and has earned certification from the National Social Security Administration as an Advisor.

His presence in the firm as an IAR changes the face of investing – pairing a people-first philosophy with expert advice and custom investment products.  Franky likes working with conscientious individuals and families who value advice and have set relevant goals.  To them, he offers himself as a reliable resource, getting to their personal situation by heart and knowing their circumstances through and through. His down-to-earth approach takes the mystery out of investing, communicating with clients as they prefer. 

Franky is also your active money manager, diligently monitoring your portfolio in order to adapt investments as market conditions change.  With his hands-on approach and constant monitoring for performance, he brings his stamp of intelligent personal attention to your investments and diligence to your accounts.

When he's not forging his unique path as a Financial Advisor, his love for the great outdoors takes him skiing the slopes of Arizona Snowball, golfing or traveling to Lake Powell while enjoying Flagstaff, Arizona, which has been home to Franky for some time now.

Clarissa Cottabarren

Chief Operations & Marketing Officer, Compliance Manager

Julia Smith

Chief Client Services Officer, Executive Assistant to the CEO

Bill Marsh

Technical Analyst

Zachary Waldon

Client Service Specialist

Peyton Bauman

Client Service Specialist

Our Approach

By focusing only on the few we choose to serve, we devote more time and attention to you, understanding and addressing your unique challenges and goals to deliver significant value.

We operate with the highest standard of care and take the time to focus on your finances in ways you can’t. We understand and care about your family’s financial future as much as you do. You benefit from a second set of eyes on your objectives and get that objective point of view.

Our down-to-earth approach takes the mystery out of investing. We are patient, we are capable of teaching you and we communicate as you prefer. Because great advisor-client relationships are based on trust and mutual respect, we explain in simple, easy-to-understand terms our financial planning philosophy of maximizing returns for long-term success while minimizing risks.

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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an online or in-person seminar.

Or give us a call at 928.526.8672.