AIO Financial was started in 2004 in Tucson, Arizona by Sylvia and Bill. Sylvia had been a financial planner since the 1980′s and Bill received his CFP designation after working with charitable micro-credit organizations in Nicaragua and Mexico. AIO Financial was formed to provide clients with individualized financial services. Se habla español.
Bill Holliday, CFP
Certified Financial Planner
Sylvia L Matteson, CFP
Certified Financial Planner
Shannon N Sommer, EA
Enrolled Agent






