Our Team
Aaron Horner
Registered Administrative Assistant
702-366-0530
As a Registered Administrative Associate - Aaron is a vital part of our team, working closely alongside Dawn Gordon for over 8 years supporting client meetings and ongoing financial planning implementation and day-to-day service needs....
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Christine Kennedy
Client Service Associate
702-366-0530
Christine supports client service coordination, to ensure each client experience is responsive, and well organized. With 23 years of financial services experience in the Las Vegas community, Christine brings deep knowledge, consistency...
Josh Ortman
Investment Assistant
702-366-0530
A Pennsylvania native, Josh earned his economics degree from Bloomsburg university before relocating to Las Vegas. His role as an assistant to Dawn and Aaron is grounded in a strong operational & analytical foundation. Josh applies a...
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