Team profile


What you can expect when you work with us

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.
Get started

Areas of focus

  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Insurance
  • Investments

Community participation

James Sande:

  • First Tee of Northern Nevada
  • Biggest Little Golf Tournament Benefitting Big Brothers Big Sisters - Title Sponsor
  • NNDHP / Adopt a Vet Dental Golf Tournament - Hole Sponsor 2016
  • American Heart Association