5370 Kietzke Lane
Reno, NV 89511
Toll Free: 833-300-7560
CA License #0G81431
My Professional Approach
Investment planning starts with trust. However, I do understand that a client’s trust isn’t earned overnight. It comes with time. Staying focused on what really matters – my clients – is what helps the process along. It also helps when the company you work for offers a special brand of client first service, and operates in an atmosphere of integrity and mutual respect. That’s why I joined Benjamin F. Edwards & Co. firm in 2018.
Here, I take time to get to know my clients – your circumstances, financial situation and your financial goals and objectives. With these items in mind, we will work together and develop a framework for your investment plan. You can be sure I will ask a lot of questions. But I will also listen very carefully to your responses. Periodically, I will check in with you to see how you are doing and assess how your plan is performing. If changes are needed, we’ll make them. This is how I define client first service.
I’m a fourth generation northern Nevadan, and I’ve worked in financial services since 2008. Previously, I was an operations manager for a wholesale/retail fuel distributor for 15 years and was responsible for over 300 employees.
As a financial advisor, I evaluate the markets through a technical lens. I also earned a Chartered Retirement Plan CounselorSM designation in 2008. Both are helpful to me as I concentrate on developing retirement and investment planning strategies for my clients.
In addition, I have been actively involved in my community throughout the years. I have contributed to the organization and management of a golf tournament for junior golfers, was a board member of Western Nevada Clean Communities, as well as a former president for the alumni board of Sigma Phi Epsilon of the University of Nevada.
My wife and I have three children and four grandchildren. In my spare time, I enjoy playing golf, fly fishing and traveling with my family.
- University of Nevada, Bachelor of Science Management, 1984
- Chartered Retirement Plan Counselor (CRPC®), 2008
What is a CRPC®? A CHARTERED RETIREMENT PLANNING COUNSELORSM, or CRPC®, designation from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses pre- and post-retirement needs, including asset management and estate planning. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, and are subject to a disciplinary process.