I was born and raised here in Reno, and along with my wife, Calli, truly love Northern Nevada and enjoy living where we grew up. We enjoy spending time outside exploring the hidden gems in the small towns across Nevada. You may find us golfing, camping in the mountains near Elko, running with our dogs in the hills around Winnemucca or visiting family near Gardnerville. As an alumnus, I am very active in supporting all events at UNR, and I’m also active with several non-profit organizations focusing on wildlife conservation, habitat improvement and youth education.

To me, investing is more than numbers, charts and algorithms; it's about listening to the client to better understand their needs and goals, and building a relationship over the long-term. My client's success is my highest priority, and the best way to accomplish that is by creating a partnership built on trust, mutual honesty and active listening. My goal is simple – to help you succeed at whatever you're working to accomplish. Our holistic approach affords me the opportunity to create customized financial strategies around your goals. I focus on working with individuals and families to help them achieve their financial goals through comprehensive wealth strategies which include retirement planning, estate considerations, tax-advantaged investment strategies and saving for their children or grandchildren’s education. I will work with you to monitor progress towards your goals and help keep you on track, making adjustments when appropriate. My main focus is to help my client’s protect their futures and that of their families.

If you feel I might be able to help in any way, let's chat! Please reach out to me by email at [email protected] or call our office at 775-348-7919.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Office Information

Office Address

401 Court Street Suite 204 Reno, NV 89501

Mailing Address

P O Box 41361 Reno, NV 89504

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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