Stephen Close, CFP®
President / CFGS Registered Representative
Stephen Close was born and raised in Las Vegas and has a deep love for the community as a third generation Las Vegan. He graduated High School locally and attended UNLV where he found his passion for financial planning. He has been an independent financial advisor since 1999.
Through his Broker/Dealer he holds securities 6, 63, 66, and 7 registrations in numerous states and also carries life, health and disability licenses in Nevada, California, New Mexico, Texas, Washington, and Alaska. In 2006, he completed and attained the CFP® designation. He is also a current member for the Financial Planning Association.
Audreen Williams came to Las Vegas from San Francisco, California and is the Executive Assistant for Stephen Close. She brings with her over 30 years of administrative, managerial and accounts receivable experience. She received her Associate of Arts degree from Skyline College in California, while working full-time and raising a family. Audreen also carries life, health, and disability licenses in Nevada. During her free time, she enjoys traveling with her husband and corgi.
Products & Services
Fixed & Variable Annuities
Fee-Based Financial Planning
Fixed & Variable Life Insurance
Long-Term Care Insurance
Office Accounting & Marketing Manager
Cari Rae Close comes to us having worked as the Chief Financial Officer and Marketing Director at Gibson Air Conditioning which was sold in 2020. She also previously managed two law firms in Las Vegas. She is a retired nationally certified legal secretary and paralegal. Cari holds certifications for OSHA 10; OSHA 30; Workers Compensation – Reasonable Suspicion Specialized Training; Social Media Marketing; Government Contracts System; Certified Payroll and Quickbooks. For the past 15 years she created relationships with numerous billboard; radio; television/news; trade show and print media outlets in Las Vegas. She also cares for her adult special needs daughter and loves to be doing anything with family.
Katherine Harris-Arata moved to Las Vegas from Texas in 2009. She is the Administrative Assistant for Close Financial Services. She has 15 years of experience in the Hospitality industry, 7 years in the medical field and 3 years in Life Insurance. She has an associate degree in health sciences from DeVry University and carries Life Insurance Licenses in Washington, Nevada, Texas, and New Mexico. Katherine likes to travel with her family to Utah during summer months. She loves plants and animals.