Meet Our Founder
Our founder, Audry J. Batiste, is a Retired Air Force Officer with over 20 years experience in program and contract management. Unlike most financial advisors, Audry enjoyed an exciting career as a military officer, and Certified Project Management Professional, leading and managing programs of national interest. Prior to his retirement, Audry was inspired to become a CERTIFIED FINANCIAL PLANNER™. Having observed the effects of his fellow officers' poor financial advice and inadequate investments and insurance, Audry realized that objective, comprehensive personal financial advice was essential and life changing. He embarked on the intensive course of study needed to pass the two-day Certified Financial Planner Examination in 2008 and went on to launch his own financial and investment advisory firm in Las Vegas, NV.
Mr. Batiste's firm is a Registered Investment Adviser with the State of Nevada, and he is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent.
He obtained his MBA from Webster University, St. Louis, MO and previously, a B.S. in Business Management from the University of Maryland. Audry also earned a Master's Certificate in Project Management from George Washington University.
Today, Audry is President of the Financial Planning Association of Nevada and continues his endeavors and commitment to his clients, community and the profession. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Cambridge Advisors (ACA), two communities of fee-only financial planners focused on holistic planning strategies.
He resides with his family in Las Vegas, Nevada. Audry enjoys a work-life-balance that includes traveling, attending his daughter's fastpitch softball games, and mentoring community youths. One of his goals is to spend more time improving his golf game.