Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Since 1984 I have mostly worked in finance, investments and the financial services industry. My undergraduate degree is a Bachelor of Science in mining engineering; this degree is augmented by a Master of Science degree in accounting. I am a CERTIFIED FINANCIAL PLANNER ™ professional, am Certified in Long-Term Care and am an Investment Advisor Representative. Having worked as a mining executive, management consultant, stock broker, investment and insurance professional and financial planner, I bring a wide range of experience, knowledge and depth when I work with my clients as their financial adviser.
My family and I love the desert and moved to Las Vegas in 1989 after spending five years in Australia where I worked as an institutional stock broker and a gold mining and financial analyst. My wife Teri and I have been married since 1973; both my daughter (Lisa) and my son (Cole) are married and happily, Teri and I recently celebrated the birth of our first grandchild. When I am not working for my clients, I enjoy people’s company, traveling, playing bridge, racquetball, golf, reading and participating in a weekly men’s bible study group. I am also an avid puzzle and problem solver and enjoy educational pursuits in the financial and investment areas.
In the community my neighbors are helped through my participation in Kiwanis. Also, as a director of the non-profit (501-c-3 corporation) “Create A Change Now” I participate in helping educate children about growing, preparing and eating healthy food.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies