Steven Budin, JD, CFP® is the President of the Budin Group. He attended Franklin and Marshall College in Lancaster, PA and the Fordham University School of Law in New York. Steven has been a CERTIFIED FINANCIAL PLANNER ™ Practitioner since 1997, as well as an attorney, licensed to practice law in the State of Nevada*.
Steven has been a financial specialist for numerous Las Vegas media outlets since 1997. Currently, he is the financial commentator for KTNV Channel 13, the ABC News affiliate in Las Vegas. He can be seen every Saturday morning on the newscast.
Steven is married to Colleen, has two daughters, Lauryn and Emerson, and a son, Jonathan. Steven sits on various boards and committees in Las Vegas. He loves to play golf, travel, workout, and listen to the music of Bruce Springsteen.
Client Services Manager702-990-4334
Patty was born and raised in Texas. The love of Cowboy’s, football, and steak wasn’t enough; she moved to Las Vegas and started with The Budin group in 2004. She enjoys painting, wine and drawing. And, when the weather permits, she gears up and hikes around the Red Rock area. For the most part, Patty spends most of her spare time with her family. Kaleb, her son, is very athletic; so, you find her out on the sidelines or in the stands watching him rush, sprint, or dribble with much success. She also has two older out-of-state children, Kyndra and Randy. And, she is blessed with two gorgeous grand-daughters.
LPL Financial Advisor760-858-2080
Shane joins the Budin Group with over two decades of experience in financial services. Shane’s practice operates out of Carlsbad, CA where he is the President and Founder of Terry Wealth Management, a firm that provides personalized, comprehensive, and objective financial guidance for individuals, families, and small businesses.
Shane’s experience in financial services is broad and extensive having served investors in a variety of capacities since 1996. After obtaining a Bachelor of Science degree in Finance from Colorado State University, Shane began his investment career at Invesco Funds group as a Retirement Specialist. He moved to California in 1997 and advanced through the ranks of management at TD Ameritrade before joining LPL Financial in 2004 where he was Vice President of the Service Center. At LPL Financial, he interacted with thousands of independent financial advisors and gained valuable behind the scenes insight into the operations of some of LPL's top financial advisors. Shane’s implemented these best in class process’ into the daily operations of Terry Wealth Management.
Shane holds the FINRA Series 4, 7, 8, 24, 63, and 66 registrations with LPL Financial and is California Insurance licensed. CA Insurance Lic #OK26885
Shane is originally from Denver and lives in San Marcos, with his wife Krista and their two daughters Kaitlyn and Emily. Shane and his family enjoy traveling, game nights, sports, and most weekends can be found cheering on Kaitlyn or Emily in volleyball tournaments.
Client Services Assistant to Shane Terry760-858-2080
Nadia joined the Budin Group and Terry Wealth Management team in 2019. Originally from the Los Angeles area, she relocated to San Diego to pursue a master’s degree at San Diego State University after obtaining her bachelor’s degree from Cal State Northridge. Nadia brings her enthusiasm and background in customer service, public relations, and social media management to the Terry Wealth team. When she is not working, Nadia enjoys spending time at the beach with her family and her dog's Noodles and Mia. She is also an avid viewer of the Food Network and enjoys exploring new restaurants all over the city.
LPL Financial Advisor702-812-6454
Jason began his career in financial services in 2003 and has worked for U.S. Bank, U.S. Bancorp Investments & Insurance, and Edward Jones. He graduated from the University of California, San Diego with a Bachelor of Arts degree in Political Science. He has been a member of the Budin Group since 2016.
His security registrations includes the Series 7 & 66 (currently held with LPL Financial) and is licensed for Life and Health Insurance in California, Nevada, Arizona and Florida. He holds the professional designations and certification of Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), Accredited Wealth Management Advisor (AWMA®), Certification for Long Term Care (CLTC®), Certified Plan Fiduciary Advisor (CPFA®) and Certification in Environmental, Social, and Corporate Governance (ESG) Investing for 401(k) Plan Advisors (ESG(k)®).
Jason is involved in several professional and non-profit organizations. When you catch him out of the office, you can find him playing golf, camping, cooking, coaching youth sports, and teaching financial literacy. He moved to Las Vegas in 2000 and is passionate about making memories with family and friends.
LPL Registered Representative702-779-3153
Christopher has been involved in the financial services industry since 1999. He was born and raised in Las Vegas and attended Bishop Gorman High School. Christopher has a Business Finance Degree from the University of Utah with a focus on investment theory and economics. While at the University of Utah he was an executive member of the Financial Management Association.
Mr. Nolan started his career at Fidelity Investment in 1999. While at Fidelity he worked in multiple areas including client service, trading, tax specialist, investments and fixed income. He was a financial advisor with Ameriprise Financial where he focused on financial planning, wealth management, and small business strategies. Christopher spent a year abroad in Africa and Asia conducting a global economic study, focusing on the flow of capital and communication.
His security registration includes the series 7, 63, 65 (currently held with LPL Financial) and is licensed for Life and Health Insurance.
LPL Registered Sales Associate
Christine came aboard in 2010 with Series 7 and 66 FINRA registrations (currently held at LPL Financial). She grew up in California, but landed in Las Vegas in 1999 after ‘Brave’ing the cold in Peoria, IL attending Bradley University and competing for their forensics team (they hold the most national titles than any other college academic or sports team in the nation). She finished at the University of Nevada, Las Vegas with a degree in Business Communications and continues to embrace the community with her charitable endeavors, most notably as past board president of Chefs for Kids. Christine finds cooking to be an art, world travel a necessity (she married in Florence, Italy), believes family is the core of happiness and sadness, is joyfully married to her husband, Christopher, and is completely enamored by her children, Morgan, Amelia and Declan.
LPL Financial Advisor
Fritz McDonald is the founder and president of McDonald Financial and has been an affiliate with the Budin Group since 2015. He is a native of Las Vegas and graduated with a bachelors degree from University Nevada Las Vegas. Fritz spent 10 years as an Army Officer leading Soldiers around the world. He is involved with several professional and non-profit organizations and serves on the Board of Directors for the local Rotary club and is the Chairman for the local Planning Commission. Fritz is married to Erika, who is a teacher with the Clark County School District. They have a beautiful daughter, Claire, and love to travel, workout and regularly participate in outdoor adventures.
LPL Financial Advisor
Glen Kiser has over twenty-three years experience in the financial industry. He has been married to his wife, Margaret, for thirty-three years and has two grown children, Brandon and Allison. Glen enjoys riding his Harley and playing golf.