Owner, Financial Advisor
Bill Aldrich has over 13 years of experience in the financial services industry, specializing in serving the needs of teachers, individuals, and families.
After attending college for hospitality management, Bill quickly found his true passion by pairing finance with creating long-lasting client relationships. He began his career as a broker for a hedge fund in Las Vegas before opening his own firm.
Bill seeks to understand his clients prior to making any recommendations. Ensuring that the client is comfortable with any investment decision is of the utmost importance.
Outside of the office, Bill enjoys attending Golden Knights games, and is a Raiders season ticket holder.
Kelly Neubauer was born in Granada Hills, California and has lived in Las Vegas since she was 9 years old. Kelly has experience in the financial industry for over 10 years. After graduating from Silverado High School, she attended Community College of Southern Nevada and shortly after began to start a family. Outside of the office spending time with her three beautiful teenage children and family is what she enjoys doing most.
Kelly’s priority in the office is to provide our clients with exceptional service, a wide variety of administrative tasks that include all account processing, scheduling and preparing for meetings, correspondence and maintaining the office workflow.