Broker Check

Linked NSI-WAA Files


r first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Summer 2018 WAA

Ace Earthman

Rusty Price

Steve Keller

Rick Garcia

Scott Newman

Jeffery Miller

David Vose

Rob Nelson

NSLogo 35 Years

Summer 2018 WAA

2018 Civic 50

What 2018 Tax Reform Means for Investors

Keys to Prevailing through Stock Market Declines

Spring 2018 WAA

NSI Privacy Policy

eSAMCapitalFoundation

eSAMConservative

eSAMModerate

eSAMAggressive

eSAMMod-Aggressive

WAMCapitalGuardian

WAMTotalReturn

WAMStrategicAssetBalanced

WAMCapitalGrowth

WAMSTA

Wealth Asset Management Account (WAM)

Strategic Asset Management Account (eSAM)

October-December 2016

October-December 2013

MAInsight-WAM MidYear-18

MAInsight-eSAM MidYear-18

April-June 2018

Fall 2018 WAA

Annuity Advisor Fall 2018

Direct Funds Fall 2018

July-September 2018

Don't Fear the (Market) Reaper

Winter19WAA

Winter19WAA

MAInsight-WAM Year-End-18

MAInsight-eSAM Year-End-18

NSI Tournament Challenge 2019 - Prizes!

AmericanFunds-Barrons2018

MFS-Barrons2018

Spring19WAA

Summer 19 WAA

LordAbbett-NamingBeneficiaries

LordAbbett-POA

MAInsight-WAM/STA Mid-Year 19

MAInsight-eSAM Mid-Year 19

AssetClassReturns-BlackRock

Fall 19 WAA

Fall 19 WAA

PerspIIProspectus

Winter 2020 WAA

HealthEpidemics-HartfordFunds

Keys to prevailing through stock market declines

The Thrilling 34

Spring20WAA

BCP Disclosure

Diversification

TimingIsntEverything

Lucky-Unlucky-Systematic

Missingthebestdays

10thingsyoushouldknowaboutstockmarketvolatility

ThinkLongTerm

Summer20WAA

10ThingsYouShouldKnowaboutPoliticsandInvesting

Therearealwaysreasons

CapitalGroup-GuidetoMarketRecoveries

Customer ID Program

WAM Brochure

eSAM Brochure

NCA Brochure

Brochure Supplement

CapitalGroup-GuidetoInvestinginanElectionYear

The Election and Your Portfolio

Do Political Elections Impact Investment Returns?

Fall 2020 WAA

Morningstar-Thrilling-36-Article

MFS-OrganizingyourFinancialRecords

MFS-CreatingaHouseholdBudget

MFS-10KeyFactsaboutSocialSecurityBenefits

Winter21WAA

BCPDisclosure

Global 401(k) Beneficiary Designation Form

Beyond Investment Illusions

5-reasons-international-equities-are-a-compelling-opportunity-now-Virtus

Using the Backdoor (Roth IRA)

Spring21WAA

Balanced Approach-Diversification

2021 Social Security Reference Guide-MFS

SocialSecurityClientWorksheet

MediaReplay-Hartford Funds

Summer21WAA

WAM Brochure June-21

eSAM Brochure June-21

NCA Brochure June-21

Brochure Supplement June-21

Form CRS June-21

Reg BI Disclosure June-21

You Are Here

Longevity_ Don’t plan for an average retirement

Mind-over-markets

Financial Issues as Retirement Nears

Fall21WAA

WAA Masthead

10 rules for the financial road

Creating a household budget

Tidying up financial clutter

BCP Disclosure

How to handle market declines

Tax Fast Facts 2022

Tax Fast Facts 2021

Form CRS January-22

Timing the Market is Impossible

Can midterm elections move markets?

Managing the ups and downs

Inflation and Volatility

Invest with a long-term focus

Fundamental Investing

2023 Could Be a Good Year for the Stock Market

Midterm Elections

Fasten Your Seatbelts