Originally from Taiwan, Dennis moved to Las Vegas at the age of 11. He started at Northwestern Mutual as an intern prior to graduating from UNLV. Dennis enjoys learning the nuances of life, traveling, and has a lifelong passion for automobiles. He and his family spend their time between Las Vegas and Irvine, California.
Thanks to our amazing clients and entire team, Dennis has been recognized as “Forbes Top Wealth Advisor” in 2023.*
*Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Growing up in the San Francisco bay area, Sonny moved to Las Vegas at 15 years old. After serving in the United State Marine Corps reserve and studying finance at UNLV he started his career with Northwestern Mutual in 2010. Sonny is focused on providing his clients proactive advice and consistently improving the planning put forth. He’s an avid crossfitter, runner and foodie who loves spending time with his wife and 4 children.
Taylor moved to Las Vegas at the beginning of 2019 after growing up throughout Southern California. He is recently married after meeting his wife, Victoria, just a couple of months after moving. They built a house in Henderson in 2021 and spend much of their free time with their 2 dogs – Bailey and Theo. Taylor’s other hobbies include watching various sports, cooking, and traveling to visit friends and family.
Prior to joining the LivWell Planning team, Daniel worked as an operations manager for an estate planning law firm. He attended University of Nevada, Las Vegas and has been a Vegas local for over 28 years. He is a Vegas Golden Knights superfan that loves hiking with his wonderful wife, four fantastic kids, and two delightful dogs.
Sheryl was born & raised in a small town in southern India, and moved to Las Vegas when she was 16. She graduated from Regent University with her bachelors in Business Management, and has been with LivWell Planning since 2018. Her favorite things include time with family & friends, church activities, taking weekend trips, & facetiming her newborn niece.
Courtney was born in Sacramento, CA. She is currently pursuing her Master’s degree in Business Administration at Southern New Hampshire University. In her spare time, she enjoys reading mystery novels, watching lifetime movies, and trying new restaurants.
Katherine was born and raised in Las Vegas. She is currently pursuing a bachelor’s degree in mechanical engineering at UNLV, after graduating from Coral Academy as a valedictorian. In her spare time, she enjoys playing video games, coaching tennis, and spending time with family and friends.
At 2 years old, Katy moved to Las Vegas; the first of her generation, in pursuit of a greater future. Currently she is a part-time student at UNLV studying Architectural Engineering. Katy is a proud dog mom to Niko, her Siberian Husky. In their free time, they like to stay indoors and watch horror movies or listen to true crime podcasts.
Daniela was born and raised in Las Vegas. She is currently pursuing her Bachelors at Nevada State College. She loves hanging out with family & friends, traveling, and spending time with her dogs. On her free time, she enjoys going to the gym and loves going shopping.
Born and raised in Los Angeles, California, Marchean ventured to Dillard University in New Orleans for college. There, he not only embraced the vibrant culture but also became an avid New Orleans Saints football fan. The resilience instilled in him from overcoming the challenges of Hurricane Katrina has fueled his 12-year journey in the financial industry. With a passion for golf, travel, and family time, he’s leveraged his experiences and resilience to excel and support his clients.
Kylie was born and raised in Las Vegas. Currently in high school at Coral Academy, she is on track to being valedictorian when she graduates in 2025. In her free time, she enjoys reading, shopping, and spending time with friends.