Advisor profile


What you can expect when you work with me

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.

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1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

  • Bachelor's of Science, Political Science and Government, University of Nevada Las Vegas, Las Vegas, Nevada

OFFICE CLOSURE DATES 2023

Holidays:

· New Year’s Day

· Martin Luther King, Jr. Day

· President’s Day

· Good Friday

· Memorial Day

· Juneteenth

· Independence Day

· Labor Day

· Thanksgiving Day

· Christmas Day

Additional Office Closure Dates & Half Days:

· Friday after Thanksgiving (all day)

· Christmas Eve (all day)

· New Year’s Eve (half day)

· Friday’s before a three-day holiday weekend are half days, closing at 1:00 PM Pacific

· The day before mid-weekholidays will be half days, closing at 1:00 PM Pacific.

Community participation

During my freshman year of college, my best friend Garrett Meriwether tragically was killed by a drunk driver while driving home. To honor his legacy Garrett's parents established the Garrett Meriwether foundation which provides scholarships to Hospitality students attending UNLV. The foundation also provides funding to families living in Las Vegas who cannot afford to bury their children. Each year I assist the family with hosting events to raise awareness to the dangers of drunk driving and also to raise funds for the foundation.Each year I also volunteer with Boys and Girls Clubs to throw an event called Kids night out.

Interests

My interests include finance, sports and spending times with loved ones. I frequently spend time with my immediate family and friends. I like to spend time traveling to visit friends, attending music festivals, and sporting events in my free time. I am a huge fan of our Las Vegas sports teams primarily the UNLV Rebels and Vegas Golden Knights. I grew up in the Valley and proudly call Las Vegas home. Most mornings, I enjoy reading finance books, getting a little bit of exercise at the gym, or running for leisure. On the weekends you may catch me playing pick-up basketball or working on my horrid golf swing.