Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help you reach them by providing you with sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

 

 

Richard A. HoltanOSJ, President, Financial Services & Investment Corporation

Richard has been in the retirement & financial planning business for 54 years, teaching retirement & financial planning in various public schools and universities in Nevada, Florida, North Carolina, and Tennessee. Richard also holds the OSJ position for the Las Vegas Area with Crown Capital Securities. It is our team's belief that the most important tactic when reaching retirement is the conservation of the wealth that has been accumulated, with consistent growth for future accumulation.

 

Monica Gonzalez – Executive Assistant/Event Coordinator

Monica has worked as an executive assistant at Financial Services and Investment Corporation since 2012. She provides administrative and office management support to Richard and other local Financial Professionals.  She also is responsible for coordinating and planning all client events.  

Monica began her career in the United States Air Force where she served proudly for seven years as a Network Technician. Soon after separating from the military, Monica became an administrative assistant for Central Texas College in Okinawa, Japan. After living in Japan for 5 years, Monica and her family relocated back to the United States.  

 

Strategic Partners

MBA Capital Advisors

David Hehn – Managing Director, MBA Capital Advisors

David is the Managing Director of MBA Capital Advisors, a Nevada based retirement, investment and wealth management firm. David will provide clients with strategic counsel in achieving their financial objectives. David is the former Regional Managing Director of the Wells Fargo Private Bank in Nevada, having previously worked as a Wealth Planning Strategist for a San Francisco based Registered Investment Adviser and a law firm. David brings over 30 years of experience in the areas of investment management, estate and retirement planning. David graduated with Honors from the University of Nevada – Las Vegas; and High Honors with an MBA in finance and accounting from Regis University, Denver, CO

 

Andrew Santibanez – Wealth Advisor

Drew joined MBA Capital Advisors in 2017 and has been helping individuals and businesses with their investment, retirement and financial planning needs since 2013.  Drew holds the Series 7 and 66 securities registrations as well as a Nevada Insurance License.  A Southern California native, Drew received his B.B.A in Marketing from the University of San Diego.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck