To be a successful athlete, you need to set goals and devise a detailed training plan–I believe financial planning should be approached the same way. As a Wealth Advisor in Reno since 2006, I advise clients to identify their goals for their financial future—both short-term and long-term—then ...more

To be a successful athlete, you need to set goals and devise a detailed training plan–I believe financial planning should be approached the same way. As a Wealth Advisor in Reno since 2006, I advise clients to identify their goals for their financial future—both short-term and long-term—then together we craft a plan to help them achieve those dreams. These plans identify your unique mix of investments and cash flow needed for a stable retirement, consider your risk tolerance and, most importantly, work towards managing behavior. Investing isn’t about chasing hot stocks and hoping for a big hit. A plan should be data-driven and disciplined. Markets may jolt, but they shouldn’t derail a well-crafted plan. A well-built financial plan feels like a puzzle coming together, potentially messy at the beginning but once the pieces come together your objectives crystallize. At TCI we know the value of having peace of mind for your financial life. When these details are taken care of you have more time to focus on your purpose and passions, and that’s when you can truly begin to live. Prior to becoming a Wealth Advisor, I was a Nationally ranked professional triathlete and athletic coach. While competing isn’t my full-time job anymore, I am still active in the Reno cycling community, racing long distance mountain and gravel events across the US and helping coach the Reno High School mountain bike team.less