Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63
  • all applicable life & health licenses
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelors of Arts - Washington State University -1993
  • Bachelor of Business Administration - Idaho State University - 1995

Interests

I've lived in Las Vegas since 1995. I got married to my lovely wife Stephanie in 1999 and our daughter was born in 2007. In my spare time I enjoy spending time with my family and playing tennis.

Community participation

I am actively involved in my church including volunteering for the parking lot ministry.