Team profile

What you can expect when you work with us

Our 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 us, 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

  • Divorce Financial Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Small Business

Community participation

Every year we sponsor the Veterans Guest House Golf Tournament. The Veterans Guest House is a "home away from home" for U.S. military service veterans receiving medical treatment and for families of veterans who are receiving care at facilities in the Reno/Sparks, Nevada area.

We support Eddy House which provides safety, basic needs, and access to community resources in Northern Nevada to our local homeless youth.

We support STEP 2 which is a comprehensive substance abuse treatment program that provides women and their children suffering from chemical addiction, poverty and domestic violence the opportunity to rebuild their lives.

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