Your life. Your wealth. Your future.

Pursue what matters most

Woman business owner

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Thomas Hillis Melohn Photo

    Thomas Hillis Melohn Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • ID
    • IN
    • KS
    • MD
    • MI
    • MO
    • MS
    • MT
    • ND
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    For over 26 years, I have provided wealth management services to a limited number of individuals and their families, helping them grow and preserve their money responsibly. As a Senior Vice President, I am responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results.

    My clients have consistently acknowledged my investment performance and high level of client service by continuing to be loyal, and by entrusting me with more and more of their friends and family.

    Upon graduating from UC Berkeley, I married my wife Suzanne, of 28 years. We have three teenage daughters who keep us on our toes. While the kids' school and activities keep us busy, our family loves to ski in the winter, and travel in the summer.

          6900 South McCarran Boulevard
          Suite 1020
          Reno, NV 89509
        • Lisa Marie Frisch Photo

          Lisa Marie Frisch

          Client Associate Senior

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          • CA

          I have been dedicated to client service for over 22 years, specifically for wealth management clients. As a registered, Senior Client Service Associate, I am passionate about getting to know our clients and their families, making them feel valued and cared for, and helping to ensure they have what they need for their accounts quickly, and efficiently.

          I live in the East Bay with my wonderful husband, Mike. When we are not working, we love to spend time with our children and grandchildren, hike the outdoors, and travel abroad. I also very much enjoy teaching others about health and wellness.

                Home Worker CA
                Home Worker CA, CA 000

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              For needs that go beyond your own—to help you improve the lives of others

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              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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