Before you can begin working toward achieving your financial goals, you must first define what’s important to your and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.
I was born and raised in Reno. I have been a member of LETIP International since 2008 and held several positions in my time there. Also in 2008, I acquired my Accredited Asset Management Specialist¿ designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
As an alumni of the University of Nevada, Reno (UNR), I am very active in supporting all events at UNR. I am also very active in the Reno community. I sit on the board of the Ronald McDonald House of Northern Nevada and the board of the Community Foundation of Western Nevada. My wife, Staci Dooley, is a nurse practitioner in the Reno community. We have three wonderful children and enjoy raising them where we grew up.
I have two branch office administrators who work hard to provide the best customer service. Mariesa Wetzel and I have worked together for over 14 years, and Dawn Barnett joined our team in August 2019. As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
Please call our office to set a meeting so we can begin working toward achieving your financial goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Wealth Strategies
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