Mobile: 775-741-5191
Experienced Wealth Manager, CWS®
I am an independent advisor with 20+ years of experience in helping small business owners with custom retirement plan options and investments.
I hope you will allow me to use my extensive experience, along with the substantial resources of Independent Financial Group to guide and add value in the comprehensive review of your wealth management situation that I find are common to high net worth individuals, professionals and small business owners.
Together, we will build a custom investment plan that fits your risk profile as well as your attitudes, goals and preferences toward investing. This parallels with our joint effort to create, grow, and protect your wealth.
I would like to meet you to explore how I might add value to you personally or professionally. When would you like to meet?