My expertise lies in advising businesses on financial planning, assisting clients with retirement planning and college savings plans. I analyze both short and long-term financial plans for non-profits, small business owners, and individuals. I also specialize in 401(k) and profit-sharing strategies. Whether it’s maximizing employer contributions, optimizing investment allocations, or ensuring compliance with regulatory requirements, I offer comprehensive guidance every step of the way.
Proud
One of my proudest accomplishments is educating clients about their financial opportunities. I take pride in helping to build Legacy Wealth Planning from the ground up as a partner.
Life Pride /Accomplishments
During my time at the University of Nevada, Reno, I played quarterback for the Nevada Wolf Pack from 1990 to 1993. After graduation, I spent 5 years playing in the Canadian Football League. I have been actively involved with the Nevada Football Alumni Association for 30 years.
I believe strongly in giving back to my community. I actively participate in fundraising and other activities for the Reno-Tahoe Open Foundation Board of Directors (Barracuda Championship). My wife Katie and I have been happily married for 29 years, and we are blessed with two sons, Nick, and Drew. In my leisure time, I enjoy golfing and skiing.
Retirement Planning
Asset Management
Education Planning