CONNECT

Address:

1160 N. Town Center Dr. Suite 370
Las Vegas, NV 89144

Phone:

,Adam 702.847.7448 ,Elizabeth 702.850.2816,John 702.522.0194,Brent 702.493.2382

Fax/Other:

702.847.7422

Our Qualifications

Adam Udy:

  • 21 years of experience in financial services
  • Prior firms: Bank of America/Merrill Lynch and UBS 
  • Master of Science, Personal Financial Planning; The College for Financial Planning
  • Master of Business Administration; Texas A&M University
  • CFP® Professional Designation (CERTIFIED FINANCIAL PLANNER™)
  • AAMS® (Accredited Asset Management Specialist™)
  • CRPC® (Chartered Retirement Planning Counselor™)
  • CRPS® (Chartered Retirement Plans Specialist™)
  • FINRA Series 7, 6, 24, 63, 66, and 31 Licenses
  • Nevada Insurance License: Life, Health, and Disability
  • Member, Financial Planning Association
  • "America's Top Financial Planners" 2014, Consumers' Research Council of America

           Elizabeth Delgado-Schuetze:

  • AAMS® (Accredited Asset Management Specialist)
  • Accredited Wealth Management Advisor -  AWMA®
  • Serving affluent individuals, families, and their closely held entities since 1997
  • Previously Operated as Director and COO of locally owned Broker Dealer
  • Recipient of Women of Distinction Award
  • Member of C12
  • Serves as an Operations Team Member of Canyon Ridge Christian Church
  • Actively involved with The Animal Foundation and Compassion International       

           John Holcombe: 

  • 16 years of experience in financial services
  • Bachelor of Science - Finance; University of Nevada Las Vegas
  • FINRA Series 7 and Series 66 Securities Licenses
  • Life Insurance, Variable Annuities & Variable Life – Nevada Licensed
  • Lifetime Alumni Member at UNLV
  • Alumni member of Lambda Chi Alpha Fraternity – Delta Lambda Chapter 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck