As the Founder and CEO of The Wealth Consulting Group (WCG), my mission is simple and unwavering: to Make Life Better for the clients, team members, and communities we serve. Guided by our vision to positively impact more than 100,000 lives, I lead WCG with a deep sense of purpose, gratitude, and commitment.
My career in financial services began in 1995 after earning a BS in Managerial Finance from the University of Nevada, Las Vegas. From day one, I have been self-employed—an entrepreneurial path that shaped my belief in independence, responsibility, and service. After nearly two decades managing branch offices and supervising advisors at two Fortune 100 firms, I launched WCG’s current business model in October 2014 as an independent SEC Registered Investment Advisor, providing brokerage services through LPL Financial.
I am proud of the growth of our firm and the industry recognition WCG has earned, including being named one of Barron’s Advisor Top 100 RIA Firms in 2025. I am frequently invited to share insights on investing, markets, and the advisory landscape with major financial media outlets such as CNBC, Fox Business, BBC, BNN Bloomberg, Reuters, and the Schwab Network. My commentary has also been featured in the Wall Street Journal, Bloomberg, Financial Planning, and Forbes, and I am honored to be recognized individually as a Forbes/Shook Best-in-State Financial Advisor.
I am deeply grateful for the incredible team at WCG and the clients who trust us with their financial futures. I believe wholeheartedly in the work we do—and in the real, tangible difference we can make in people’s lives.
Giving is also core to who I am. I helped launch the WCG Academy of Business and Entrepreneurship at Faith Lutheran High School, support the UNLV Foundation, and contribute to several charitable initiatives, including organizations that serve our Veterans.
Every day, I am committed to learning, improving, and expanding the impact WCG can make—one relationship, one family, and one community at a time.