Las Vegas, NV
Meet Our Advisory Team
Our Las Vegas Advisory Team
Charles Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director
Dane Jensen
Wealth Advisor
Jeffrey Mantoani
Director of Operations
Michael Bakos
Regional Director
Paul Duncan, CFS
Partner, Senior Wealth Advisor
Philip Hagopian, AWMA®
Senior Wealth Advisor
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact one of our Las Vegas teams if we can be of service.
*Client Meeting Location – By Appointment Only
This location is intended solely for client convenience and meeting purposes. It is not a staffed office, and no employees are based here. In-person meetings are available by appointment only.