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Team

We are passionate about helping people and we believe our teamwork approach not only provides increased resources to our clients, it also helps in creating a better experience.

We can answer your financial questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • How do I increase the tax efficiency of my retirement plan?
  • What is a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people with similar concerns and we can assist you by creating a strategy that is designed to address your individual situation.

 

People know me as the Connector and as the Giver, always trying to create win-win relationships while making sure that I am adding value for every person I touch. My passion is...

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Please call me Mamtu (“Mum-too”)! If you know me, you know that I love shoes. Heels, stilettoes, TOMS, just to name a few; I don’t discriminate. I was born and raised in Hong Kong and now proudly call Henderson,...

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My two passions in life are educating and coaching others. At my core, I am an educator and I believe that financial literacy is the key to helping people unlock their potential to achieve financial success. I have had the opportunity...

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Tania Tingley

Administrative and Client Services Assistant

702-907-7444 x5

“Ravi de vous rencontrer” means it’s nice to meet you in French. I come to Las Vegas by way of the charming suburbs of Paris, France. Often being described as a positive person, I settled in Las Vegas after being...

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Being passionate about teaching and helping others, I started my career in education as a high school teacher. After teaching students for 17 years, I came across the financial services industry and instantly felt a calling to it...

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