About Us
How did you build your wealth?
At RedBeard Financial, we understand the value of real wealth. Before becoming a financial advisor over 12 years ago, I made my living with my hands both in and on the casinos that make Las Vegas famous. My career in Vegas started in 1999 as an apprentice bartender at Caesar's Palace which lead to positions pouring drinks and serving patrons at casinos and gaming bars all around the city. From there, I spent several years as a union glazier installing windows on the strip in buildings such as The Wynn, The Cosmopolitan, The Panorama and many others. In these years, I experienced what it means to truly sacrifice through physical labor to provide for my family and plan for my retirement. Because of these real life experiences, I gained a respect for the value of money that goes far beyond the numbers on a statement. When I meet with a client, I see their net worth as a representation of the hours of labor and sacrifice and because of this, I treat that accumulation of wealth as the precious and earned commodity it really is. As a client of RedBeard, your wealth and your goals will be given the respect and attention they deserve because we recognize that the numbers in your portfolio are a representation of years of your effort and sacrifice and because of this, I understand the importance of my role as the advisor to your assets and appreciate the opportunity to serve you in this capacity.
Why do you do what you do?
As a single father, I find motivation to be my best self both to provide for my daughter, as well as to set an example to her of how business should be done. I don't need her to share my passion for investments and business, but I do my best to instill to her the value of putting the needs my clients before my own with the hope that she too will carry on this mindset in her professional life.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
What's So Great About a Rollover?
