725.867.9367
Let us navigate you through the
financial complexities of life.
A GUIDED APPROACH
TO PLANNING YOUR FINANCIAL FUTURE
OUR APPROACH
We understand that all individuals and businesses are unique, that is why we develop a customized plan for every one of our clients.
ASSESS
​
We begin with an extensive discussion of your current and future financial needs and goals. By reviewing all existing assets, ownership structures and estate planning documentation we are able to create a comprehensive and fluid financial plan for you and your family.
STRATEGIZE
​
We develop and implement a customized, cost effective, asset strategy best suited to fulfilling your financial goals. As fiduciaries, we utilize and have access to many different types of investment solutions.
REVIEW
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We regularly review and monitor your progress and goals to ensure you remain on the best path to achieving your objectives. We provide consolidated performance reporting across all assets along with monthly market updates and commentary.
WHAT
WE DO
FINANCIAL PLANNING
​
PORTFOLIO MANAGEMENT
CASH MANAGEMENT & COLLATERALIZED LENDING
RETIREMENT PLANNING
SMALL BUSINESS PLANNING
RISK MANAGEMENT
OUR VISION
Here at MBA Capital Advisors we help individuals, families and businesses plan for a
secure, financial future. We strive to help our clients maximize the full potential of
their assets and achieve what matters most to them. We believe that planning is a
responsibility, not an option.
-Dave & Drew
​
OUR TEAM
David Hehn
MANAGING DIRECTOR
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.
Tel: 725.867.9367
Drew Santibanez, CFP®
SENIOR WEALTH ADVISOR
Drew is an active CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and has worked in the wealth management industry; helping individuals and business owners achieve their investing and planning needs, since 2013. Drew holds the series 7, 24 and 66 securities registrations along with 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. Outside of work, Drew enjoys all things outdoors and being a member of his Church's comfort dog ministry team. But, most of all, he enjoys spending time with his wife and two children.
STRATEGIC PARTNERS
Richard Holtan
PRESIDENT
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 believes that the most important tactic when reaching retirement is conservation of the wealth that has been accumulated, with consistent growth for future accumulation.
Susan Gordon
EXECUTIVE ASSISTANT
Tel: 702.242.2838
sgordon@osaicwealth.com
...Over 100 years of collective wisdom and experience.
CONTACT
MBA CAPITAL ADVISORS
CONNECT WITH US
6980 O'Bannon Dr. Suite 500
Las Vegas, NV 89117
Email: dsantibanez@osaicwealth.com / dhehn@osaicwealth.com
Tel: 725-867-9367
By Appointment Only
