Owner, Financial Advisor
Bill Aldrich has over 10 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. He and his wife, Jordan, reside in Henderson.
Client Relationship Manager
As our client relationship manager, Jordan strives to perfect our overall client experience, from greeting clients as they enter our office to managing all aspects of our event calendar and marketing plan.
Tammy works behind the scenes to support our team by completing a wide variety of administrative tasks, including processing paperwork, scheduling meetings, organizing files, and keeping everyone else on track.