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 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
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.
SMALL BUSINESS PLANNING
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.
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 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 golfing, traveling, and exploring the great outdoors. 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.