Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Family Finances
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelor's of Science Degree in Gaming Management, University of Nevada Las Vegas

Interests

  • Boating
  • Spending time with my 2 nephews
  • Basketball
  • Cigars

Community participation

  1. I volunteer time to help raise money for the Quiet Storm Foundation in Las Vegas. The foundation started by my friend and former NBA star CJ Watson and his family focuses on education and development of the underprivilege youth of Las Vegas.
  • Quiet Storm Foundation

Previous experience

  • NBA and Internatoinal Basketball Coach/Scout, 2007-2012
  • International Basketball Agent, 2012-2017