Our Team
Adam Udy, MS, MBA, CFP®
Partner/Private Wealth Advisor
Elizabeth Delgado, AAMS®, AWMA®
Partner/Private Wealth Advisor
John Holcombe
Private Wealth Advisor
(702) 522-0194
Joseph Ayers
Wealth Management Associate
(702) 899-4994
Garett Fay, AAMS®
Registered Financial Professional
(702) 553-4218
Chris Bennett
Business Development Officer
Galina Krol
Relationship Manager
Linnette Stauffer
Operations Manager
Erika Stratton
Executive Assistant