Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

Thomas Richard Fitzgerald Jr

CRPC

Private Wealth Advisor

Managing Director
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Team

Issac Preis, CRPC™, APMA™

Issac Preis, CRPC™, APMA™

Lead Registered Client Service Associate,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Qualifications

  • Series 7, 66

  • NV Life, Health and Variable Annuities Insurance License

  • NV Public Notary

  • Chartered Retirement Planning Counselor

  • Accredited Portfolio Management Advisor

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