Pursue Your Goals
Our dedicated team helps individuals and families pursue their goals with customized financial strategies.
Our Team
The team behind Financial Designs is made up of qualified financial professionals with decades of experience in financial planning and active investment management.
Nino G. Pavan
Financial Advisor & President
Nino is the President and CERTIFIED FINANCIAL PLANNER™ at Financial Designs. Nino has been in the financial services industry since 1993, he is thankful for the opportunity to empower individuals and families to effectively plan for their retirement years and achieve their goals. He feels grateful for the opportunity to serve his clients by ensuring a hassle-free retirement experience.
Vaughn G. Heydel
Financial Advisor & President
Vaughn is the Vice President and CERTIFIED FINANCIAL PLANNER™ at Financial Designs. He is dedicated to fostering enduring and significant relationships with clients, ensuring their confidence and knowledge throughout the process. Vaughn strongly believes that being an exceptional advisor requires a genuine love and concern for clients, and their financial well-being.
Maria G. Morton
Senior Client Relations Associate
Maria has been a member of the Financial Designs team since 1997 and she has extensive experience managing and developing long-term relationships with clients. She is an excellent communicator with a proven track record of understanding client needs and delivering outstanding customer service.
Gizatta D. Law
Client Relations Associate
Gizatta has a strong background in providing exceptional customer service and support to clients. She is committed to delivering high-quality solutions that meet their needs and exceed their expectations.
Greg A. Morton
CFO & Director of Compliance
Greg has been with Financial Designs since 2010. He is responsible for overseeing the financial operations of the business and compliance with all relevant laws, regulations, and ethical standards.
Adam J. Moody
Director of Communications
Adam develops and executes effective communication strategies that promote our message and reputation. He manages public relations, media relations, and internal communications to ensure consistent and accurate messaging.
Brandon A. Morton
Financial Advisor Assistant
Brandon supports Nino and Vaughn by performing administrative and operational tasks. He helps prepare financial reports, coordinate appointments, and manage client accounts to implement a smooth and efficient workflow.
Gregory Quezada
Events & Marketing Coordinator
Gregory is responsible for planning, promoting, and executing events. He develops marketing strategies and creates engaging content to increase brand awareness and promote educational events.
OUr Story
We help individuals and families retire with confidence
using customized financial strategies.
Why Choose Us
Our strategies are built to last. Planning and saving for retirement is a long-term commitment that requires dedication and sacrifice. You deserve a financial team that can help you maximize your savings.
Our Financial Designs team is committed to high-quality strategies and a service-oriented approach that puts your needs first always. Here’s what you get if you choose to work with us:
A Limited Number of Clients
To offer a more tailored and individualized service, we intentionally limit the number of clients we serve. Unlike other firms that rely on a generic, one-size-fits-all approach to accommodate a larger client base, we prioritize quality over quantity to ensure we meet the unique needs and goals of each and every client.
A Personalized Approach
You wouldn’t take a prescription from a doctor without a proper diagnosis. The same goes for financial strategies. At Financial Designs, we take the time to thoroughly assess your unique circumstances before providing advice or solutions. We are committed to offering only those recommendations that align with your specific needs and goals, and will never push any unnecessary products or services.
Active Investment Management
With our active investment management, you won’t have to worry about your portfolio being “set it and forget it.” We constantly monitor our clients’ portfolios to minimize risk, capitalize on opportunities, and keep up with changing market conditions.
Fee-Based Compensation
By adopting a fee-based approach, we eliminate any potential bias toward promoting certain financial products. This allows us to provide recommendations based solely on what we believe to be the most suitable investments for your unique circumstances.
Highly-Qualified Advisors
All our financial advisors hold the esteemed CERTIFIED FINANCIAL PLANNER™ designation, which entails meeting rigorous standards of education, experience, and ethics. In addition, they must successfully complete comprehensive exams covering a wide spectrum of financial planning subjects.
A Family Firm
When we say we’re a family firm, it’s more than just a phrase; it’s a fact. Our senior executives are actually family, and this is one of the many reasons why our clients can rely on us for consistent, dependable, and trustworthy service.
Stay In The Know
Looking for more information? Keep up to date by subscribing to our monthly financial articles and quarterly newsletter. With Financial Designs, you’ll never miss the latest updates.
