We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Establishing long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.
Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles. Shaun has been helping clients in the financial services industry for over 18 years and is a Certified Wealth Management Specialist. He likes to share information about private family foundations and unique solutions optimizing business 401k plans. When working with clients, his goal is to relieve the anxiety and stress caused by an overload of often conflicting information. Throughout his career, he’s served in a managerial role in an international humanitarian aid logistics company, served on the board of several non-profits, and been a senior advisor with other top financial services companies.
As an experienced investment advisor representative with seven years of financial planning experience, Tom provides guidance tailored to meet the unique needs of his clients. Based in Las Vegas Nevada Tom specializes in crafting personalized investment strategies, managing portfolios, and navigating complex financial landscapes to help clients achieve their financial goals.
Wealth Management Services
Simplifying wealth management to help you feel more confident in your financial decisions.
Tax & Estate Planning Services
We provide tax planning strategies that aim to help minimize your tax liability, but results vary based on individual circumstances.
Asset Protection Services
Helping our clients manage risk and safeguard their financial strategies.
Our firm prides itself in its knowledge on a broad spectrum of concepts and products. Even so, we know it is impossible for one person or one firm to know it all. That is why we have strategic alliances with reputable law firms and experts in finance and insurance.