Purchasing long-term care insurance (LTCI) is one method to help prepare for future healthcare needs. However, the costs of premiums can be high, and not everyone qualifies for this type of insurance. Therefore, understanding alternatives to LTCI [...]
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Office Manager
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Financial Advisor
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Partner
My family and I have lived in Las Vegas since 1991 and reside in the desert. After a 30-year career in the building materials business with one of the largest window and door manufacturers in North America and receiving several achievement awards, I have now focused on helping individuals from various backgrounds plan for retirement. Growing up in the Midwest, long-term financial planning was not commonly discussed or taught. Through assisting my own family members with their estate planning, I have gained real-life experience and am now ready to share my knowledge and expertise with others. Whether you are just starting your career or approaching retirement, I can help guide you on an appropriate path.
In my personal time, I enjoy researching, playing golf, focusing on fitness, and traveling with my wife Sylvia.
I believe that money is a tool that allows freedom – don’t miss your opportunity.
Partner
Kreg is a dedicated husband and father to a beloved daughter. Originally from Colorado Springs, Colorado, he spent his formative years in the dynamic Las Vegas Valley, where he has resided for the past 33 years. With a robust background in the Food and Beverage industry spanning 16 years, Kreg embarked on his culinary journey immediately after high school by enrolling in Le Cordon Bleu in Las Vegas, where he earned a degree in Culinary Arts.
Throughout his distinguished culinary career, Kreg acquired extensive experience working in various esteemed restaurants and venues along the iconic Las Vegas Strip. His commitment to excellence ultimately led him to the position of Executive Chef at a premier establishment, where he not only refined his culinary skills but also developed a keen understanding of business operations, team leadership, and customer service.
However, after many rewarding years of fulfilling his passion for cooking and serving others, Kreg recognized the profound importance of prioritizing his family’s well-being. This realization inspired him to pivot toward the financial services sector, where he now channels his extensive business acumen into empowering individuals and families.
In his current role, Kreg is dedicated to guiding clients through the complexities of financial planning. He works closely with individuals to help them articulate their financial goals, assess their current financial situations, and devise tailored strategies to achieve lasting financial stability. Kreg emphasizes the importance of comprehensive financial literacy, ensuring that his clients are well-informed and equipped to make prudent financial decisions.
His approach is characterized by a heartfelt commitment to serving the community, as he believes that sound financial planning can enhance the quality of life for families. By fostering a deep understanding of financial management, Kreg enables his clients to gain peace of mind and ultimately devote more time to what truly matters: their loved ones. Through his work, he strives to create a lasting impact, helping families build secure futures while nurturing meaningful connections.
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