Let us navigate you through the
financial complexities of life.
A GUIDED APPROACH
TO PLANNING YOUR FINANCIAL FUTURE
We understand that all individuals and businesses are unique, that is why we develop a customized plan for every one of our clients.
We begin with an extensive discussion of your current and future financial needs. By reviewing all existing assets, ownership structures and estate planning documentation we then create a fluid, financial plan for you and your family
We develop a customized, cost effective, asset allocation strategy best suited to achieving your financial goals
We regularly review and monitor your progress and goals to ensure you are on the best path to achieving your objectives. We provide consolidated performance reporting across all assets.
Here at MBA Capital Advisors we strive to help our clients realize the full potential of their assets
and achieve what matters most to them. We are dedicated to bringing financial literacy to those
who seek it and passing this knowledge to future generations.
David is the former Regional Managing Director of the Wells Fargo Private Bank in Nevada, having previously worked as a Wealth Planning Strategist for a San Francisco based Registered Investment Advisor and a law firm. David brings over 30 years of experience in the areas of investment management, estate and retirement planning. David graduated with Honors from the University of Nevada- Las Vegas; and High Honors with an MBA in finance and accounting from Regis University, Denver, CO. Dave has a passion for cycling, training and competing in various endurance events. Most notably, finishing the IRONMAN Florida in 2018. But, most of all, Dave enjoys spending time with his wife, children and grandchildren.
Drew joined MBA Capital Advisors in 2017 after relocating with his family from Southern California. He has worked in the wealth management industry; helping individuals and business owners with their investment and retirement needs, since 2013. Drew holds the series 7, 24 and 66 securities registrations as well as a Nevada Insurance License #3302858. His passion for working with individuals has led him to devote his life to helping families create, protect and pass on wealth to future generations. A Southern California native, Drew received his B.B.A in Marketing from the University of San Diego. In his personal time, Drew enjoys golf, exploring the great outdoors with his two Australian Shepherds, trying new cuisines and traveling. But, most of all, he enjoys spending time with his wife and two children.
Richard is the President of Financial Services & Investment Corporation. He has been in the retirement & financial planning business for 54 years, teaching retirement & financial planning in various public schools and universities in Nevada, Florida, North Carolina, Tennessee. He spent six years teaching adult education classes at UNLV and CSN in Las Vegas, Nevada. Richard serves as the OSJ for Crown Capital Securities covering the Las Vegas Area. He believes that the most important tactic when reaching retirement is conservation of the wealth that has been accumulated, with consistent growth for future accumulation.
Monica has worked as an Executive Assistant at Financial Services and Investment Corporation since 2012. She provides administrative and office management support to Richard and other local Financial Professionals. She is also responsible for coordinating and planning all client events.
Monica began her career in the United States Air Force where she served proudly for seven years as a Network Technician. Soon after separating from the military, Monica became an administrative assistant for Central Texas College in Okinawa, Japan. After living in Japan for 5 years, Monica and her family relocated back to the United States. Monica received her Associates Degree in Psychology from the University of Phoenix.
...Over 100 years of collective wisdom and experience.