Your Team

I founded Mountain View Strategic Wealth because I knew there was a better way to help individuals and families work toward their long-term goals, such as a comfortable retirement or providing their children with a college education

As part of your Mountain View Strategic Wealth, LLC team, I look forward to working with you and your family on long-term financial planning and estate planning. My legal background, combined with my experience in investment management...

I am happy to be working with the Advisors at Mountain View Strategic Wealth, LLC. I have spent the last 25 years educating, advising, and planning with clients on their life's risks, dedicating my experience and expertise to designing...