Las Vegas, NV
Meet Our Advisory Team
10845 Griffith Peak Drive, Las Vegas, NV, 89135, USA
Our Las Vegas-based financial advisors offer personalized financial planning, investment management, and insurance and asset protection services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving professionals in Southern Nevada, working with business owners & entrepreneurs as well as ultra-high-net-worth individuals. If you’re searching for a financial advisor in Las Vegas, NV, our team is ready to support your financial goals.*
Our Las Vegas Advisory Team
Jacob Lucchese
Associate Wealth Advisor
Jameson Van Houten, CFP®
Partner, Managing Director
Joshua Lustbader
Senior Associate Wealth Advisor
Liam Powell, CFP®, CRPS®
Wealth Advisor
Pat Lundquist
Senior Office Management
Robert Quintero
Relationship Manager
Sean Mahoney, CBDA, MBA
Wealth Advisor
Todd Ruble
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.