5370 Kietzke Lane
Reno, NV 89511
Toll Free: 833-300-7560
- Rotary Club of Reno Sunrise
- Rotary Youth Exchnange
- Reno Rodeo Association, director emeritus
My Professional Approach
I am passionate about my clients and providing them with solid, conservative financial advice. That’s the way I’ve approached the business for nearly 40 years.
When it comes to investment planning and preparing an investment approach that helps you meet your needs, I believe in taking a goals-based approach using conservative investment principles.
In 2018, I joined Benjamin F. Edwards & Co. because this firm offered a special, client-centered approach to financial services, in addition to an extensive assortment of services and products. This variety enables me to help clients whose investment plans are already in place, as well as those with sophisticated or specialized needs or concerns. We are also able to help clients who are just starting to define their goals.
While I am an amateur student of the political economy, history and economics, I also enjoy music and play the banjo and guitar. My wife Ann and I have been married for almost 44 years. We have two children, and multiple grandchildren.
- California State University, Bachelor of Arts, Economics, 1977