Our Financial and Retirement Planning Team

Our Mission

At Strategic Wealth Design, we recognize that most people have two primary financial goals: Financial Security (you’ll be okay no matter what happens) and Financial Freedom (enough net worth that you don’t have to work if you don’t want to). However, work, family and social obligations often make it difficult to find time to plan for the future you want.

That is why we serve busy families, small business owners, professionals, and those approaching or enjoying retirement who are looking for financial guidance, so they can focus on living their lives and running their businesses.

Our approach starts with listening and understanding your goals, dreams, and concerns. Then we get to work and help you:

Get financially organized
Protect your income and wealth
Gain tax efficiencies
Reduce financial waste
Save and invest more

Using a Comprehensive Financial Planning process, we help you create a plan that addresses all aspects of your financial life, from protection and cash flow, to retirement savings and taxes.

Our Core Values

Commit to Reliability -

We do what we say we’re going to do, by the time we say we’re going to do it.

Bring Value to the Community -

We always look for ways to add value to the people and the communities we serve.

Serve with Compassion -

We are dedicated to serving others with kindness, empathy, and care.

Create Abundance -

We foster an environment of growth and prosperity where opportunities flourish, and success is shared by all.

Lead with Innovation -

We encourage creativity to pioneer new solutions, technologies, and ideas to shape the future of our industry.

Want to know more about us and the services we provide? Download and read our firm brochure.

We are growing

While we are headquartered in Las Vegas, NV, we work with clients across the United States. In 2025, we expanded our practice to Colorado’s Western Slope in Glenwood Springs to better serve retirees and pre-retirees with the same values-driven approach. You can learn more about our Colorado office here or view team member profiles below.

Ready to plan with confidence?