Las Vegas Investment and Retirment Planning Firm

Las Vegas investment firm building - click to see more images.

Las Vegas investment firm office - click to see more images.

Las Vegas investment firm lounge - click to see more images.

Getting to know Comprehensive Financial Services, LLC.

Involving a private financial firm like CFS in helping your family may be one of the most important decisions you can make. Working with a financial partner or business planner plays an instrumental role in helping you achieve and surpass your life's financial goals. You must conduct the research and take the time to select financial partners who are trustworthy, honest, dependable and successful.

One of the integral parts of this decision making process should be getting to know those involved with your financial decisions. Comprehensive Financial Services, LLC (CFS), is comprised of a consortium of business partners and associates with expertise in a wide variety of related fields. CFS advisors come with many accreditations, certificates, licenses, and titles. Specific achievements can be found below.

If you require additional information, please do not hesitate to call our offices Monday thru Friday, 8am-5pm Pacific Time at 1-702-240-4621.

jim Steven Roeth, CSA
Principal Partner

Steven started in the life insurance business working with small families where he quickly became recognized nationally as a top producer. During that time Steven became extremely successful in assessing, analyzing, and recommending the proper use of various life insurance, fixed annuity, and equity indexed annuity products.

Currently, Steven is the day to day sales manager at CFS and is considered by some to be one of the sharpest young minds in the industry today. Steven has become proficient in seeking out and analyzing new investment, retirement strategies, and opportunities. Steven has been recognized nationally for superior customer service and sales production in the financial services arena both as a rookie and veteran agent. He is married with two children, loves to play golf, serve in his church, and has made his home in Las Vegas, NV since 1989.

Securities offered through Evolve Securities, Inc. Member FINRA/NFA/SIPC insured (www.FINRA.org). Life Partners, Comprehensive Financial Services, LLC and Evolve Securities are not affiliated.

jim Rodney M. Ballard
Principal Partner

Rodney is the Managing Partner of Comprehensive Financial Services, LLC. He began his career working at a major internet website doing sales training/coaching but for the past 5 years has been advising clients in the financial services industry. Rodney has worked for some well known financial institutions such as Bank of America and The Hartford where he was recognized as a top producer. Rodney ultimately left the mainstream financial arena to help start Comprehensive Financial Services (CFS). CFS was created as an independent private financial firm to provide real solutions and competitive products not available from the mainstream financial houses. He manages the daily operations of the company, product development, and strategic business relationships.

Rodney is a native of Las Vegas and enjoys spending time with his family, playing soccer, and cycling. He and his wife Melissa have been married for 5 years and have two children. Rodney is an active member of his church, an Eagle Scout, and volunteers with the Boy Scouts of America. He also speaks fluent Spanish.

Securities offered through Evolve Securities, Inc. Member FINRA/NFA/SIPC insured (www.FINRA.org). Life Partners, Comprehensive Financial Services, LLC and Evolve Securities are not affiliated.

jim A. Chris Ostler, CPA
Principal Partner

Chris Ostler has been a Certified Public Accountant and business coach for more than twelve years. Chris holds active life insurance licenses in many states. He has a proven track record of helping small business owners get the results they desire. Chris specializes in providing innovative and unique financial strategies to his clients. He prides himself in adding value to any enterprise – and often exceeds client expectations.

Chris earned his Bachelor of Science in Business Administration from the University of Nevada Las Vegas in 1993 with a major in accounting. He then went to work for Deloitte & Touche, LLP, one of the four largest public accounting firms in the country. There he was trained in both audit and tax, serving a varied list of clients, including state and local governments, banks, gaming establishments, real estate developers, manufacturers and retailers.

Chris is a member of the American Institute of Certified Public Accountants as well as the Nevada Society of Certified Public Accountants. He has served in his community in various capacities, including volunteer work for Junior Achievement and the Boy Scouts of America. He has made Nevada his home since 1989, where he has lived in both Reno and Las Vegas. Chris and his wife Janey have been married over 19 years and have three children. A native of Pocatello, Idaho, Chris enjoys camping and being outdoors. Chris also speaks fluent Brazilian Portuguese, as well as some Spanish and French.

Securities offered through Evolve Securities, Inc. Member FINRA/NFA/SIPC insured (www.FINRA.org). Life Partners, Comprehensive Financial Services, LLC and Evolve Securities are not affiliated.

jim Ron Futrell
V.P. of Public Relations

For more than 30 years, Ron Futrell has been bringing Americans their daily fill of news and sports as reporter and lead anchor for multiple television network news programs as well as radio stations across Las Vegas. Ron has been honored by the major newspaper in Las Vegas, the Review Journal, as the readers choice for 'Best Sportscaster' nearly every year he did sports.

Ron is also a licensed real estate agent and is considered an expert on the growth of commercial and residential real estate in Las Vegas over the past 25 years. He understands the workings of the financial and business world and the way the media can shape one's views of investing, retirement planning and the economy as a whole.

Ron has served on numerous charity boards over the years in Las Vegas, including Speedway Children's Charities, Opportunity Village, and he is currently on the board for Crime Stoppers of Southern Nevada. Ron and his wife Kathy have 4 children and two grandchildren.

Securities offered through Evolve Securities, Inc. Member FINRA/NFA/SIPC insured (www.FINRA.org). Life Partners, Comprehensive Financial Services, LLC and Evolve Securities are not affiliated.

jim Andre Sears
Associate Partner

Andre is a native of Las Vegas and has spent most of his professional career in the financial/investment field.

Andre brings more than nine years of financial expertise to CFS. Prior to joining the team of professionals at CFS, he served as Vice President of Business Development for a local bank and as Private Client Manager for a private real estate investment company. Andre performed his undergraduate studies at Boise State University and is a graduate of the Investment Banking Institute of California. Sears has gained financial experience in business planning and development, commercial real estate evaluation, customer service, sales, and marketing as well as financial goal implementation. Andre’s career success can be directly attributed to his ability to educate his clients, help them clarify and prioritize their financial goals, implement a plan of action and then follow up with timely and effective ongoing client service. Mr. Sears is often a guest speaker for association and community groups on various financial topics.

Andre’s strong commitment to give back to his community is demonstrated through his volunteer activities. Mr. Sears currently serves on the Board of Trustees for the Southern Nevada Leukemia and Lymphoma Society (LLS) where he is “Relentless in finding a cure…”. In 2008, Mr. Sears served as Corporate Walk Chairman for the Southern Nevada Light the Night Walk for the LLS and has accepted the invitation to do so again in 2009. Andre also volunteers his time with the YMCA and Boys and Girls Clubs.

Andre lives in Las Vegas with his wife Maria and has two sons. He is an occasional golfer who enjoys travel, weight training and spending time with his family.

Securities offered through Evolve Securities, Inc. Member FINRA/NFA/SIPC insured (www.FINRA.org). Life Partners, Comprehensive Financial Services, LLC and Evolve Securities are not affiliated.