Our Team

Brent Arave – Specializing in Nevada and Southern Utah

Brent has a background of over 32 years in the financial services industry including over 25 years with Merrill Lynch. He spent 11 years as the managing director in southern California covering 6 offices from Ontario down to Temecula. Now serves the southern Utah and Nevada locations.

Contact: Nevada: 702-271-7919 / Utah – 435-773-8049


Brad Arave – Specializing in California

Brad, a current CFP, who currently serves clients in the Orange County area has worked and continues to work in the financial services industry from 2008 to the present. Started his career with Merrill Lynch from 2008 until may of 2011 where he moved his business to JPMorgan Chase for over 8 years. Today, he serves his clients as an Independent RIA advisor managing his clients planning, investment and insurance needs

Contact: 949-514-5388


Ryan Arave – Specializing in Idaho and Northern Utah

Ryan is a CPA with 17 years of experience in the financial services industry. He worked for several years in public accounting and another ten years managing the financial and accounting functions of a fast growing technology start up company. He has a masters degree in accounting from Brigham Young University.

Contact: 208-830-4204


Janet and Bill Neve – Specializing in Mesquite and Las Vegas, Nevada

Contact: 435-705-8077