Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

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

Education

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

Community participation

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

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.