I was born and raised in Reno, NV, growing up on a cattle ranch in the beautiful Carson Valley. I attended Douglas High School before pursuing higher education at the University of Nevada Reno. During my time there, I was honored to serve as the chapter President of the campus Alpha Tau Omega Fraternity and actively participated in various other campus organizations. I graduated with a Bachelor of Science Degree in Agricultural Economics with distinction.
After college, I married my college sweetheart Molly, and we’ve been happily married for 27 years. My journey as a Financial Advisor began at Dean Witter in Carson City, and I’ve been in the industry since 1998, accumulating over twenty-five years of experience. Despite residing in Reno now, I still cherish my ranching roots.
Proud
What I’m most proud of is my ability to blend 30 years of business acumen with over 25 years of financial advising to offer my clients a unique and comprehensive perspective when it comes to financial advice. I strongly believe in the importance of trust and honesty in all communications with my clients.
Responsibilities
My areas of expertise include advising individuals on cash management, retirement planning, tax-efficient portfolio design, portfolio management, and college planning, among others. I also provide guidance to businesses on cash management, retirement plan design, and tax-free/tax-efficient investing. Additionally, I hold a life insurance license, enabling me to assist with life insurance needs for individuals, including buy/sell life insurance for business owners. I emphasize that financial planning is an ongoing process requiring continuous oversight and consistent communication with my clients.
Life Pride/Accomplishments
On a personal note, I have a daughter named Brooke and a son named Austin (1994-2008). Balancing my work and family life is something I take pride in.
Retirement Planning
Asset Management
Education Planning