My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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28
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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