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Our Firm

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We specialize in creating an approach that is designed to address your individual situation.


We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Meet Our Team

Todd Cline

Todd Cline, AIF®, CWS®

Senior Business Consultant, Cetera Financial Group

Stanley Smiley, Esq.

Senior Vice President, Advanced Planning Group

Zarina Sullivan

Zarina Sullivan

Senior Advanced Planning Consultant, Advanced Planning Group

Robert Pothier

Robert Pothier, Esq.

Attorney, Advanced Planning Group

Strategic Advisers

J. Paul  Escudero

J. Paul Escudero, CFP®, CWS®

Chief Financial Officer, Orange Capital Management

Gaston Escudero

Gaston G. Escudero, CFP®, CWS®

President & CEO, Orange Capital Management

Frisco Escudero

Frisco J. Escudero, RFC®, CWS®

Senior Vice President, Orange Capital Management

Guy McLean

Guy McLean

ATS Program Manager, Orange Capital Management

Tim Zadzora

Tim Zadzora, AIF®, CWS®

President, Link Wealth Management

Contact Us

10001 Park Run Drive
Las Vegas, NV 89145
Office: (702) 357-3022
Mobile:(702) 600-0505

Mon-Fri: 9:00 AM - 5:00 PM
Sat: By Appointment