Financial Planners Familiar with NSHE Retirement Plans

These materials are provided for informational purposes only and should not be used or construed as a recommendation, endorsement or advice. The University of Nevada, Reno does not guarantee that the information supplied is accurate, complete, or timely, and does not make any warranties with regard to the results obtained from its use. The University of Nevada, Reno does not guarantee the suitability or potential value of any particular investment or information source and does not endorse any financial advisor or investment firm.

As with all your investments, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security.

Any and all costs incurred, now and in the future, are the responsibility of the recipient.

The University does not benefit monetarily or otherwise from any of these providers.


 Michael Lentz, CPA/PFS

Lentz + Lentz Strategic Investment Advisors, Inc.
375 Vassar Street
Reno, NV 89502
Tel: (775) 323-1990

No charge for initial consultation;$100 per hour thereafter.

 Laif E. Meidell MBA, CMT, AIF®

American Wealth Management
570 Hammill Ln.
Reno, NV 89511
Tel: (775) 332-7000
Fax: (775) 332-7010

No charge for initial consultation.

  • Basic Financial Plan - $375
  • Comprehensive Plan - $1,000
  • Research Fee - $100 per hour

Securities offered through Foothill Securities Inc., Member FINRA/SIPC. Investment advise offered through American Wealth Management, a registered investment advisor and separate entity from Foothills Securities, Inc.

 Vicki Schultz, MBA, CFP®

Schultz Financial Group Incorporated
10765 Double R Blvd, Suite 200
Reno, NV 89521
Tel: (775) 850-5620
Fax: (775) 850-5639

No charge for initial consultation.

 Christopher K. Abts, CRPC     

      Cornerstone Retirement Group, Inc.
      5525 Kietzke Lane Suite 100
      Reno, NV 89511
      Tel: (775) 853-9033
      Fax: (775) 853-9088

No Charge for initial Consultation

  Karen Vibe, CFP, CRPS

    Vice President and Portfolio Manager
    Morgan Stanley
    5390 Kietzke Lane, Suite 200   
    Reno, NV 89511   
    Branch (775) 823-8600   
    Fax: (775) 329-9578   
    Toll-free (800) 755-6635  

No charge for initial consultation

Brian Loy, CFP, CFA

No charge for initial consultation; fees vary by scope and complexity thereafter

Las Vegas

 Greg Phelps, CFP®, CLU, AAMS

President & Financial Advisor
Red Rock Private Wealth Consulting, LLC
6817 S. Eastern Ave. Ste. 101
Las Vegas, NV 89119
Tel: (702) 987-1607
Fax: (866) 850-0922

Initial services $250/hour - if retainer services are contracted initial payments will be applied to fee.