Here at MBA Capital Advisors we are a boutique investment and financial advisory firm with over

 

35 years experience.  Our focus is in assisting individuals, families and business owners in defining

 

and reaching their financial objectives.  We understand that all individuals and businesses are

 

unique and so are the solutions and strategies we create.

 

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.

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, trying new cuisines and traveling.

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. For the last six years he has been teaching adult education classes at UNLV and CSN in Las Vegas, Nevada. 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.

 

© 2020 by MBA Capital Advisors

Securities offered through Crown Capital Securities, L.P Member FINRA/SIPC

 

OSJ: Richard Holtan

6980 O'Bannon Dr. Suite 500

Las Vegas, NV 89117

702-242-2838

 

www.sipc.org    www.finra.org  https://brokercheck.finra.org/