Experience

Dave grew up in Calabasas, CA, went to UCLA for undergraduate studies, and then UCSB for graduate school.  Dave has loved the capital markets since high school when he took his first AP Macroeconomics class.  He also enjoys working with people so he got into the wealth management side of the business.  One of the best decisions of his life was moving to Reno in 2003.  He and his wife, who is also from Los Angeles, love raising their two children in this fabulous community and they feel so blessed to enjoy the abundances of life offered here in Reno.

James Gibson has been a practicing Financial Advisor in the Riverside, California area for the past 23 years and is a Senior Portfolio Manager in the Portfolio Management Program, has earned the Chartered Retirement Planning Counselor designation, and also the distinguished UBS title of Wealth Advisor.  He currently holds a Series 7, 31, 63, 65, Ca Insurance license as well as FINRA Series 9 and 10 – General Securities Sales Supervisor.   

Jim lives with his wife Brenda, who is a talented artist and has a daughter who is a senior at Cal State Channel Islands. When Jim has a spare moment, he likes to work on improving his golf, tennis and cycling and he enjoys flying as he is a licensed pilot.

CA License #: 0B69714

Scott works with clients to develop personalized financial plans and strategies in addition to contributing to portfolio management research and analysis for the team. He joined the Nevada Wealth team over 4 years ago and has gained experience in different aspects of financial services through his various roles. He takes great pride in working for our unique and impressive clients.

Scott was born and raised here in Reno, Nevada and enjoys all the outdoor activities Reno has to offer from golfing in the summer to snowboarding in the winter. After graduating from Bishop Manogue High School, he attended the University of Nevada where he graduated Magna Cum Laude with a B.S. in Finance and a minor in Economics. He continued his studies after college and went on to earn the CFA designation.

Brianna came to Nevada Wealth in 2022, and has been in the financial services industry since 2017. She is a graduate of the University of Nevada, Reno, where she earned her Bachelor of Science Degree in Business Administration. Brianna is dedicated to providing exceptional hands-on care and service to our clients, as well as supporting David and our team. Brianna has her Series 7, 65, 63, and 9/10. She also has a Nevada life and health insurance license. Outside of work, Brianna enjoys mountain biking, camping, and spending time outside with her dogs.

Morgan has grown up here in Reno, Nevada. In May 2022, she graduated Summa Cum Laude with a B.S. in Applied Mathematics and a double minor in Accounting and Economics from the University of Nevada, Reno. In the same week of her college graduation, she passed her final test to become a registered client service associate. Morgan holds her Series 7 and 66 licenses, and is excited to provide our clients with the highest degree of service. With a few finance electives under her belt, such as Investments and Financial Derivates, she is excited to gain experience in the industry and continue her career with Nevada Wealth. She is also excited to explore new hobbies outside of school while furthering her career.