Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
37
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
  • Investment Management

Qualifications

  • FINRA Series 7, 63, 65 and Life Insurance and Annuities

Education

  • Bachelor of Science Business Administration Finance University of Nevada Las Vegas Las Vegas Nevada

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Professional associations

  • Henderson Chamber of Commerce

Previous experience

  • Financial Advisor/Senior Vice President, Morgan Stanley, 1989 to 2017

Community participation

Olympia Companies SH Charitable Foundation

Summerlin Art Festival - volunteer

Interests

My interests include Tennis, Cooking and Pumpkin Carving!

My wife and I just celebrated our 25th Wedding Anniversary.

I am a native Las Vegan and our two daughters attended Gorman High School and now the University of Nevada Reno.