At Legacy Wealth Planning, I strive to ensure our client services remain consistent and reliable. It’s a privilege to work in such a professional and friendly environment, building long-term relationships with each client. Born and raised in Nevada, I have worked in the securities industry since 1984. My role involves administrative support, client/partner relations, and staying updated on industry compliance.
Life Pride /Accomplishments
I am married and have two adult children. I enjoy the outdoors and activities like skiing, long walks, and hiking. Being a proud supporter of UNR athletics, I find Saturdays at Mackay Stadium perfect for football games. Spending time with my family, gardening, yoga, and baking are some of my favorite things to do.
Retirement Planning
Asset Management
Education Planning