Dave grew up in Calabasas, CA, went to UCLA for undergraduate studies, and then UCSB for graduate school.  Dave has loved the capital markets since high school when he took his first AP Macroeconomics class.  He also enjoys working with people so he got into the wealth management side of the business.  One of the best decisions of his life was moving to Reno in 2003.  He and his wife, who is also from Los Angeles, love raising their two children in this fabulous community and they feel so blessed to enjoy the abundances of life offered here in Reno.

Registered States:
AZ, CA, CO, GA, ID, IN, KS, MD, MO, MS, MT, NC, NJ, NV, OR, PA, TN, TX, UT, VA, WA, WI, WV

Trish has been in the financial services industry for 23 years and has been registered for 17 years.  During that time she worked as the Operations Manager for Morgan Stanley in Beverly Hills, as the Administrative Manager for Morgan Stanley in Reno, and as a Client Service Associate at Morgan Stanley and Wells Fargo. She has been working with David since 2012 and she delights in offering excellent service to the small number of relationships for whom we work.

Registered States:
AZ, CA, NV, OR, UT

Scott was born and raised here in Reno, Nevada. He enjoys all of the outdoor activities that Reno has to offer from golfing in the summer to skiing in the winter. After graduating from Bishop Manogue High School, he attended the University of Nevada where he graduated Magna Cum Laude with a Bachelor of Science in Finance and a minor in Economics. While new to the financial services industry, Scott is eager to learn and add value to the Nevada Wealth Management team and our clients.

Registered States:
CA, NV, OR