I began my practice in 2004 with Ameriprise Financial Services before seeking the flexibility and independence I've found as part of the Danielson Financial Group and LPL Financial since 2012. I am a Chartered Retirement Planning Counselor (CRPC®), an LPL Investment Advisor Representative and an LPL Registered Representative. I currently hold the Series 7 and 66 securities registrations through LPL Financial along with state life and health insurance licenses. I am securities licensed in numerous states and continuously pursue professional learning and development.
I strongly believe that to provide quality advice to my clients, requires a comprehensive approach. Managing investments must include considering a client’s tax strategy, cash and debt management, risk tolerance, time horizon and their estate plan. With a client-centered, comprehensive plan in place and regular review, I strive each day, working one on one with my clients, to help them pursue their personal goals. I'm appreciative to all those who entrust me with the details of their finances and who allow me to make a career of being their trusted advisor.
BACKGROUND:
I graduated with an associate degree from Ricks College in Idaho (now BYU-Idaho) and then dedicated 2 years of service to the people of Connecticut as a missionary for my faith. After returning from Connecticut, I completed my Bachelor’s Degree at California State University Fullerton.
Outside of work, I am blessed and grateful to be married to my beautiful wife Christina (since 2002). After finishing school in 2004, we moved to Las Vegas, which has been home ever since. We are the proud parents of four amazing children, Tyler (born 2005), Amy (2007), Stacy (2011) and Alyssa (2013). All 4 kids love soccer and Christina and I love watching them play, usually shouting louder than the other parents from the sidelines.
With all the kids in school, Christina has had a little more time to practice her profession as a Registered Dietician and to pursue her lifelong commitment to healthy living. My family and I are active in service at our church. I've been a lifelong supporter of the Boy Scouts of America and I am an Eagle Scout Award recipient. I'm tremendously proud that my son Tyler has also earned that honor. Christina and I love nothing more than watching and participating in our children’s ongoing growth and accomplishments.