Nevada Trusted Professionals & Referral Resources

Financial planning often involves more than investments. Estate planning, taxes, business decisions, and property and casualty insurance can all affect your overall financial picture.

Below are Nevada professionals and businesses we know and are comfortable referring people to when they need help outside the services provided by Battle Born Financial Advisor.

These professionals and businesses are independent of Battle Born Financial Advisor. Inclusion on this page does not constitute a guarantee of services, rates, availability, or outcomes. We encourage you to evaluate any professional based on your own needs and circumstances.

Property & Casualty Insurance — Las Vegas Valley

Colleen Drinnon — American Family Insurance

North Las Vegas, Nevada

Colleen and her team can assist with home, auto, business, and other property and casualty insurance needs.

Phone: 702-399-2227
Website: Colleen Drinnon — American Family Insurance

Tom Molloy — Tom Molloy Insurance

Las Vegas, Nevada

Tom Molloy Insurance is an independent insurance agency helping individuals, families, and businesses compare insurance coverage.

Phone: 702-877-6688
Email: tom@tommolloyinsurance.com
Website: Tom Molloy Insurance

Sid Myers — State Farm

Las Vegas, Nevada

Sid Myers and his team can assist with auto, homeowners, renters, business, and other property and casualty insurance needs.

Phone: 702-474-6535
Website: Sid Myers — State Farm

Property & Casualty Insurance — Pahrump

Brian Strain — State Farm

Pahrump, Nevada

Brian and his team can assist with auto, home, business, and other insurance needs in the Pahrump area.

Phone: 775-727-1000
Email: brian.strain.qswq@statefarm.com
Website: Brian Strain — State Farm

John Whitaker — Advance Insurance & Benefits

Pahrump, Nevada

John works with Advance Insurance & Benefits and can help individuals and businesses compare property and casualty insurance options.

Phone: 775-751-1888
Email: john@adv-insurance.com
Website: Advance Insurance & Benefits

Jesse McCullough — American Family Insurance

Pahrump, Nevada

Jesse and his team provide local help with home, auto, business, and other insurance coverage.

Phone: 775-751-6646
Website: Jesse McCullough — American Family Insurance

Estate Planning & Legal Resources

Financial planning and estate planning frequently overlap. Estate planning attorneys can help with wills, trusts, powers of attorney, probate, business succession, and other legal issues that may affect your financial plan.

Las Vegas Valley

Kennedy Lee & Daniel Kiefer — Lee Kiefer & Park, LLP

Las Vegas, Nevada

Lee Kiefer & Park focuses on Nevada estate and trust law, including estate planning, probate, trust administration, and estate and trust litigation.

Address: 1707 Village Center Cir., Suite 150, Las Vegas, NV 89134
Phone: 702-255-4552
Website: Lee Kiefer & Park, LLP

Blake B. Johnson — Trusted Estate Planning Attorneys

Las Vegas, Nevada

Blake works with clients on estate planning, trusts, probate, business formation, and business succession planning.

Phone: 702-616-6001
Email: blake@kurtajohnsonlaw.com
Address: 6980 S. Cimarron Rd., Suite 110, Las Vegas, NV 89113
Website: Trusted Estate Planning Attorneys

Tiffany S. Barney — Anthony L. Barney, Ltd.

Las Vegas, Nevada

Anthony L. Barney, Ltd. works with clients on estate and trust planning, administration, litigation, and related legal matters.

Phone: 702-438-7878
Email: tiffany@anthonybarney.com
Address: 3317 W. Charleston Blvd., Suite B, Las Vegas, NV 89102
Website: Anthony L. Barney, Ltd.

Pahrump Legal Resources

Robin Holseth — Law Office of Robin M. Holseth, LLC

Pahrump, Nevada

Robin's practice includes estate planning, probate, business formation, and other legal services.

Phone: 775-727-7096
Address: 2360 E. Commercial Dr., Pahrump, NV 89048
Website: Law Office of Robin M. Holseth

Dawn Mayer — Paralegal Services

Pahrump, Nevada

A local resource for paralegal and document-preparation services.

Phone: 775-727-8705
Address: 2340 E. Calvada Blvd., Pahrump, NV 89048

CPAs, Tax & Accounting Professionals

Tax planning and financial planning often go hand in hand, particularly for business owners, self-employed individuals, investors, and retirees.

Las Vegas Valley

Kim Walker, CPA

Las Vegas, Nevada

Kim provides tax preparation, tax planning, accounting, and consulting services for individuals and businesses.

Phone: 702-636-1031
Email: kimwalkercpa@gmail.com
Address: 9670 W. Tropicana Ave., Suite 105, Las Vegas, NV 89147
Website: Kim Walker, CPA

Irina Petrova, CPA — Lato & Petrova CPAs

Las Vegas, Nevada

A resource for tax preparation, tax consulting, accounting, audits, reviews, and other CPA services.

Phone: 702-734-6602
Email: irina@lppcpas.com
Address: 3291 E. Warm Springs Rd., Suite 200, Las Vegas, NV 89120
Website: Lato & Petrova CPAs

Bruce Bloch, CPA

Las Vegas, Nevada

A Las Vegas CPA providing tax, accounting, and related professional services.

Phone: 702-947-4811
Address: 1401 Hillshire Dr., Suite 130, Las Vegas, NV 89134
Website: Bruce Bloch, CPA

Robert Wagner, EA — Wagner & Associates Tax Solutions

Henderson, Nevada

Robert is an Enrolled Agent who provides tax services to individuals and businesses throughout Southern Nevada.

Phone: 702-564-1040
Email: robertwagner@wagnertax.net
Address: 2470 St. Rose Pkwy., Suite 301, Henderson, NV 89074
Website: Wagner & Associates Tax Solutions

Pahrump Tax & Accounting

Paul M. Healey & Sons CPAs Ltd.

Pahrump & Las Vegas, Nevada

Paul M. Healey & Sons provides accounting, tax preparation, payroll, and related CPA services.

Pahrump Office:
91 S. Emery St., Pahrump, NV 89048
775-751-3133

Las Vegas Office:
3263 E. Warm Springs Rd., Las Vegas, NV 89120
702-968-7800

Email: Paul@HealeyAndSonsCPAs.com
Website: Paul M. Healey & Sons CPAs

Peter Bentley — Bentley CPA Advisors / Bentley Tax Relief

Pahrump, Nevada

Peter provides tax, accounting, bookkeeping, tax planning, and related services for individuals and businesses.

Phone: 619-433-5156
Website: Bentley Tax Relief

Russ Bunting, EA

Pahrump, Nevada

Russ is an Enrolled Agent and local resource for tax preparation and tax-related questions.

Phone: 775-293-0340
Email: Buntingr1210@gmail.com

Need Help Finding the Right Professional?

Financial decisions sometimes require a team. If you need an estate planning attorney, CPA, tax professional, property and casualty insurance agent, or another professional and aren't sure where to begin, contact us.

We'll help point you toward an appropriate resource when we can.

Battle Born Financial Advisor
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Our Battle Born Promise


We explain your choices clearly.
We identify important costs, limitations, and tradeoffs.
We make recommendations based on the information you provide.
We tell you when another professional or solution may be a better fit.
And we care about what happens after the decision is made.


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Brent Leavitt, CFP®, is an Investment Advisor Representative of Interactive Financial Advisors, a registered investment advisory firm.

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