Our Team of Health and Financial Professionals
Ready to Serve You
Chief Operating Officer
Jenny moved to Las Vegas after residing at Fort Rucker, AL. She moved back to Las Vegas after her husband retired from the United States Army. Jenny is also a military veteran, serving 10 years in the United States Air Force. She will always have the “get it done right the first time” mentality and incorporates the Air Force Core Values into her daily life. Integrity first: She will always be honest and forthcoming towards clients about any issues they may encounter. Service before self; she has a commitment and dedication to her clients to help them have the best experience possible. Excellence in all we do; She is constantly striving to provide clients with highest level of service and knows that excellence can only be achieved when all members of a team work together, which is why she leads and holds her team to the highest standards. Jenny and her husband reside in the northwest with their son.
Was given the key to the City of Las Vegas in March of 2003 and is actively involved in the Las Vegas community, serving on the Advisory Board for the YMCA of Southern Nevada and on the Veterans’ Services Commission. Phil is a MBA professional, leveraging multiple sustainability disciplines within healthcare, financial planning and education industries of civilians, veterans and current military individuals.
Director of Human Resources
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 Adviser 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
Video Producer & Editor
Ari is the founder and CEO of 4Spades Productions – a corporate and wedding video company that he started at 18. His video work has earned him national recognition and he loves spending time reading and learning from his mentors. Ari is a Las Vegas native and works to support the goals of American Dream U and Nevada Benefits.
Gay and Rocco