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 are passionate about spending time outside exploring the hidden gems in the small towns across Nevada. You may find us golfing, running with our dogs in the hills around Winnemucca, camping in the mountains near Elko or visiting family in Gardnerville.

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 goal is simple – to help you succeed at whatever you're working to accomplish. I will work with you to monitor progress towards your goals and help keep you on track, making adjustments when appropriate. Our clients understand that the success of their retirement is too important, and value having professional guidance.

Already retired, or not far from it? I focus on working with people who are either retired or approaching retirement. This allows us to tailor our services and knowledge specifically to the unique needs of retirees.

Most of our clients want answers to these critical questions:
Will your money last through retirement?
Are your investments appropriate for retirement?
Are you paying too much in taxes?
Can you eliminate, or at least reduce, threats to your retirement?

If you feel I might be able to help in any way, let's get in touch. Please reach out to me by email at [email protected] or call our office at 775-902-5016

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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