Experience

Farther

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President-Wealth Advisor

  • Jun 2023 - Present



Universal Value Advisors

• Managing Partner

  • Aug 2017 - Present

  Universal Value Advisors - Creator of SMART Investing:SMART: Seasoned Market Analysts for Result-focused TradingOur core value of “Vigilance” protects our client portfolios. Using bottom up techniques, we examine the balance sheets and cash flows of potential investments and stress test them for top line revenue declines. Using top down (macroeconomic) analysis, our core values of “Discipline” and “Value” help us to determine when to purchase a strong company’s debt or equity, and, if its price rises to overvalued levels, when to sell. In addition, our “Protective” core value requires that we choose non-correlated investments in order to reduce violent value swings.We believe that the alignment of our interests with that of our clients is critical. Unlike other investment firms, we do not take 12b-1 fees or any other form of payment from outside sources for investing client assets. We make no money on trading. Clients are charged the low trading fees negotiated with our broker/dealer. Our major source of income is our low management fee. What this means for you? It’s only when your assets rise in value that our income grows: a testament of our values and principles of fair trading. We are a prominent and reliable source of investment advisory services bringing an educated and experienced spin on your investments managed by humans for humans. Show less

• Managing Partner

  • Jan 2006 - Present

  Formerly Ancora West Advisors, I co-founded with Robert Barone in 2005, and am the managing partner. It is an SEC Registered Investment Advisor and has grown to be one of Reno's premier independent investment advisors.



FourStar Wealth Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Feb 2019 - Jun 2023



Revel NV Distribution

• Nevada

• Partner

  • Jan 2008 - Aug 2019

  Formerly known as Barone Distribution. Formerly known as Barone Distribution.



Fieldstone Financial

• 1 East Liberty Street Reno NV 89501

• Financial Advisor

  • Oct 2016 - Feb 2019