Financial Advisors

My Professional Services

• Financial Planning
• Wealth Management
• Wealth Preservation
• Long Term Care Insurance
• Education Funding
• Charitable Giving Strategies
• Comprehensive Financial Guidance
• Retirement Income Planning
• Investment Management for Seniors
• Portfolio Management

My Background

Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council)

Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial services representative located at Greater Nevada Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?

Over the last 16 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer and distribution of assets in the most advantageous manner. Specifically, I can help you:

• Retire more comfortably
• Protect your assets and your financial future
• Fund your children's or grandchildren's education
• Plan your estate

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CUNA Mutual Insurance Society.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education...

• Earned CFP (CERTIFIED FINANCIAL PLANNER) certification
• B. S., Finance, San Diego State University, 1990

Affiliations...

• Financial Planning Association

Career Highlights...

• Financial services industry, 1995 to present
• V.P., Financial Advisor
• Twelve years of credit union experience, since 1999

Personal...

• Enjoy golfing, snow skiing and spending time with family and friends.

My Locations

Greater Nevada CU, 451 Eagle Station Lane, Carson City, NV 89701

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*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.