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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Family Finances
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Saving for Education
  • Cash Flow Management Strategies
  • Investments
  • Insurance

Education

  • Bachelors Science Business UNLV

Community participation

  • Past President Rancho H S Alumni Association
  • Past President Las Vegas Sunset Rotary
  • Past President Las Vegas PHIN City Parrot Head Club

Interests

I am actively involved in several at the board of directors level. These would be the Las Vegas PHIN City Parrot Head Club, Jimmy Buffett's fund raising charity; Rancho High School Alumni Association; Rotary International.

Carol, my wife of over FORTY years, and I love to cruise. Over 33 taken so far and growing. No better vacation than on a ship!

My photos

1 albums
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