Our Team

Our CEO and Founder Joe Pantozzi first entered the field of financial preparation and management in 1976. Since then, he’s worked with countless individuals and families to help them unlock the keys to their own prosperity by building their wealth without Wall Street.

Joe’s commitment to providing clients with high-quality customer care and timely financial advice has shaped our mission at Alpha Omega Wealth. Unlike other financial professionals, our focus is empowering you to improve your life, legacy, and financial future through infinite banking and the 12 principles of prosperity economics.

Joe Pantozzi, Offering Financial Preparation Based on What You Need

Joe’s advice is based on more than just his decades of experience. His suggestions are based on thorough, timely, and vetted research to ensure that when you work with Alpha Omega Wealth, you’re putting money back into your pockets and NOT the pockets of bankers or lenders.

In addition to standing at the helm of our practice since our founding, Joe has also been the President of the National Association of Insurance and Financial Advisors since 1980. Founded in 1890 under the moniker, National Association of Life Underwriters (NALU), NAIFA is “one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States.”

The mission of NAIFA is to protect and promote the critical role of insurance in the development of sound financial preparation for individuals and businesses while recognizing the critical role provided by professionals in the field. As advocates for a positive legislative and regulatory environment, Joe’s work with NAIFA helps set the industry standard for business and professional skills, particularly ethical conduct.

Joe’s extensive work in the field has resulted in his designations as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He is also involved in a variety of professional organizations including Financial Service Professionals. As is evidenced by his well-rounded experience in the field, Joe combines professional dedication and decades of experience to formulate creative financial strategies in a variety of contexts, to meet each client’s needs.

As a seasoned professional, Joe has demonstrated a keen ability to understand the needs of closely held businesses, professional firms, and executives. When working with clients, he focuses on life insurance in conjunction with each client’s advisors in adjacent fields.

Customer Service: First, Last & Always

With his firm service first philosophy, Joe believes our clients deserve a steadfast commitment to continuing education, maintenance of proper credentials, and keeping track of any and all financial products that may fit your needs.

With Joe Pantozzi, there is no “cookie-cutter” approach to your financial legacy. Instead, he designs a package of handpicked financial products and services based on his thorough analysis of your current and future needs.

Joe’s extensive field experience presents him with the opportunity to engage in media interviews and seminars that focus on disability protection. Check our events calendar to see when Joe is scheduled to speak next.

Throughout his work with countless families and businesses in the Las Vegas community, Joe Pantozzi has earned the trust, respect, and admiration of his clients and their families. He has been the honored recipient of the National Quality Award and has been awarded a life membership in the Million Dollar Round Table for his standard-setting customer care and financial advice. For those unfamiliar with the financial industry, membership in MDRT is internationally recognized as “the standard of excellence in life insurance sales and service.”

Reach out To our Team Today!

At Alpha Omega Wealth, Joe and the rest of our team go to work eager for the opportunity to affect positive change our client’s lives. Schedule a free consultation today to learn more about how we can put our expertise to work for you or your business.

With over 25 years of experience in the finance industry, Yvonne Burke uses her expertise to keep our day-to-day agency running smoothly. Yvonne has been a part of the Alpha Omega Wealth team since 2005 and her expertise in giving financial advice has been essential to our work with the Infinite Banking concept.

Meet Yvonne Burke, Our Director of Sales & Infinite Banking Liaison

As a veteran of the health insurance, Yvonne holds life and health insurance licenses in Nevada, Washington, California, Arizona, and Colorado. This extensive background not only informs Yvonne’s financial advice for our clients but it also helps her guide our clients with better ways to apply the Infinite Banking concept to their own insurance.

Since Yvonne began practicing the concepts of Infinite Banking and implementing them with her clients, she has worked with families and business owners, empowering them to become their own bankers and obtain the financial security everyone deserves.

Since implementing Infinite Banking with her clients, Yvonne has seen:

• Clients stop losing their money unnecessarily.
• Business owners and families increase their own personal or business revenue.
• Clients lightening the burden of interest paid on their debts.
• Clients attaining the financial flexibility to have their money work for them in diverse markets that provide REAL results.

At Alpha Omega Wealth, we strive to maintain the highest standards of integrity and professionalism with all of our clients; not only to better understand your financial situation and needs, but also to provide you with the best information, financial advice, and services aimed at helping you to reach those goals. To learn more about the best financial preparation for you, your business, and your legacy, contact us to schedule a free consultation.

Leverage Traditional Financial Tools with Our Washington Branch

Alpha Omega Wealth’s comprehensive approach to financial services has enabled our team of associates and entrepreneurs to expand their endeavors from the Silver State to Washington. There, our team focuses on teaching clients how to build private banking systems as a firm foundation for growing and protecting their current assets while accumulating wealth.

Meet Valerie LaRoque, Our Regional Director

Valerie LaRoque works on the Alpha Omega team as both Regional Director and a financial professional. As an entrepreneur in the restaurant and financial industries, Valerie has a natural affinity for our holistic approach to financial advice and education. When you work with Valerie, rest assured that she will not overlook any aspect of your financial needs, goals, or concerns.

A natural affinity for Infinite Banking

Since getting her introduction to the Infinite Banking Concept, Valerie has discovered a passion for helping clients and their families build stable, long-lasting financial legacies. When working with her clients one-on-one, she evaluates their financial situation through a variety of lenses to ensure the financial future of their family, their ability to earn income, and their ability to grow wealth is maintained.

While Valerie’s passion is ignited by the opportunity to educate clients and members of the community (especially business owners) on the power of Infinite Banking, helping her clients succeed is fundamental Valerie’s mission at Alpha Omega Wealth.

As a financial professional and entrepreneur with a family herself, Valerie, like many of our associates, knows firsthand what our privatized banking strategy can do for entrepreneurs and their families.

Valerie’s passion for finance and entrepreneurship has shaped her career. In 2000, she graduated with a degree in Business Administration from the University of Washington. Shortly after, she became an entrepreneur, owning two different restaurants in Seattle where she honed her ability to build relationships and deliver high-quality service to her clients.

Like many of our financial professionals, Valerie believes in service and giving back to the community, both professionally and philanthropically. In addition to holding memberships with NAIFA and ALPFA, Valerie is also active in her local church, where she volunteers as part of their financial coaching team.

Build Personal Wealth with a Team Invested in Your Success

At Alpha Omega Wealth, we specialize in helping clients develop their private banking systems as the foundation the growth and accumulation of their wealth. To get started, contact Valerie and the Washington team today.

An entrepreneur since he was only seven years old, Steve La Bella started building his legacy before he even entered high school. At the ripe age of 11, Steve started his own successful gardening service company, where he literally sowed the seeds of his future success. As a customer service expert and an experienced financial professional, Steve’s latest endeavor is a member of Alpha Omega Wealth’s Infinite Banking team.

He has obtained the higher levels  in his profession of Leaders Court, MDRT Member, NAIFA Member, Kingdom Advisor, California Department of Real Estate Broker, California Mortgage Loan Originator, Life Insurance Licensed in 22 U S States, Member of NAHREP, and an Authorized Infinite Banking Practitioner.

His clientele includes successful Golf Pros, Specialty Doctors, Physical Therapists, Trucking Company Executives, Project Managers, Medical Equipment Service Managers, Nurses, Food Service Executives, Real Estate Investors, Police Officers, Conservationists, Contractors, College Deans & Students, Pharmacists, Accountants, Architects, County Administrators, Actors, Not-For-Profit Executives, Retirees, Government Contractors, Fitness Coaches, C-Level Executives and Children.

Meet a Financial Advisor Dedicated to Service and Knowledge

Caring, compassionate service from the heart of California

With his deep community roots, Steve guides his professional and educational endeavors to the needs of his clients. As a Strategic Financial Advocate, coach, entrepreneur, advisor and loan officer, Steve brings his passion and dynamic experience to every client. As an expert in financial services, he is here to help establish and grow your wealth in exactly the way you desire.

When it comes to business and financial planning, Steve understands how essential the perspective and knowledge we provide the families and entrepreneurs we work with.  Because each financial situation is unique, you need a financial advisor who understands the full array of solutions and options available to you, based on your needs, your capacity, and your long-term financial goals.

As an experienced commercial and residential loan officer, Steve is passionate about helping and protecting his clients to obtain the lasting legacy they deserve.He’ll help you with tasks like establishing a home for future generations and developing a private banking system to sustain your legacy while protecting it from greedy banks and big corporations.

Work with a Financial Advisor Who Believes in Your Legacy

None of us know what tomorrow may bring, but working with the right Alpha Omega Wealth financial advisor is one of the best ways to protect your future and your family. Connect with Steven La Bella to start building your legacy now at:  www.GetWithSteve.com                        or call (877) 230-2935 for immediate response.

Jason K. Powers is a Multi-Business Owner, Real Estate Investor, and Wealth Strategist with a rich tapestry of experiences. From the realms of real estate and wealth planning to the heart of international non-profit initiatives, Jason’s journey is a testament to his diverse expertise and passion for making a difference.

As an Authorized IBC Practitioner certified by the Nelson Nash Institute, Jason offers profound insights into the Infinite Banking Concept, complemented by his understanding of Austrian economics and its distinctive perspectives on our financial systems.

Over two decades ago, Jason began his career in photography, which has since evolved into a nationally recognized sporting events photography enterprise. His altruistic pursuits led him to co-found an international non-profit, dedicating six transformative years assisting tribal villages in the Indian jungles towards self-sustainability. His coffee-table book, “One Man’s Road: A Journey Into North East India”, provides a riveting account of these adventures.

Post the 2008 financial crash, Jason channeled his entrepreneurial spirit into real estate, aiding homeowners in distress. This venture spanned from wholesaling to fix-n-flips, culminating in the acquisition and early re-development of a 170-acre RV camping and recreation haven, complete with camping, fishing, and swimming facilities.   Using these experiences, paired with the Infinite Banking Concept, Jason now holds the exclusive partnership with the National Real Estate Investor Association, serving as their key expert on all matters relating to Infinite Banking and Life Insurance.

Jason also harbors a deep passion for music and the entertainment industry. He is devoted to aiding individuals and groups within the TV, music, film, and entertainment sectors in achieving financial empowerment and broader success. By applying his wealth strategy expertise, Jason aims to help creatives and entertainers navigate their financial landscapes to realize their dreams and attain greater heights.

Having personally experienced the transformative power of the Infinite Banking Concept, Jason is dedicated to empowering others nationwide through his company, 1024 Wealth. He currently speaks all over the country at various events and associations, teaching them how to be their own banker.   He passionately assists families in establishing their Privatized Family Banking Systems, encouraging a refreshed perspective on wealth and igniting life-altering financial journeys. 

When it comes to juggling the demands of your busy work and home schedule with the needs of your small business, financial professional William Weatherspoon is no stranger. He performs the unique dance entrepreneurs engage in every day to build their businesses and grow their personal wealth. Learn more about his experience.

Meet William Weatherspoon

Ambition and drive have been fundamental to Wiliam’s more than 30 years of professional and entrepreneurial success. Now, he’s ready to take his expertise to the community by helping families and business owners attain the success and stability they deserve. He helps them implement strong financial and wealth practices.

A driven entrepreneur and dynamic investor who can grow your legacy

Given his decades of experience in building and developing a powerful portfolio to sustain his legacy, William has a particular knack for understanding what will work best for your unique financial situation. When it comes to growing the legacy you leave to your loved ones, William leverages his expertise in business, finance, real estate, and more to provide you with a set of options that will secure your personal wealth AND financial future.

The path from small business owner to a financial professional

William started his career as a sharp and driven young man in Las Vegas. Living and working in a town that centered on tourists, William saw the need for a high-quality, efficient, and responsive valet service in Sin City. Unique Valet, Inc. became William’s first successful venture, but he didn’t let success make him complacent.

As William built and grew his valet company, he began to extend his reach into other industries, particularly sales and real estate. Through his experiences as a dynamic entrepreneur and investor, William knows what it takes to get the portfolio you need to ensure your family’s security and long-term legacy.

When it comes to helping his clients achieve the same level of success as him, William brings his talent for financial advise, asset management, debt reduction, and credit repair to the table for each of his clients. William passionately believes that even those who have debt have a right to financial security and stability.

Take Control of Your Future with Infinite Banking

Let William and the rest of our team help you break free of big banks and back breaking interest rates—call us for a free consultation or RSVP to our next free educational seminar!

Ashley first got her introduction to the Infinite Banking Concept from playing Robert Kiyosaki’s Cashflow Board Game at a local meetup. It was there, through the meetup’s book club that Becoming Your Own Banker by R. Nelson Nash was introduced to Ashley.

As a former agent of a company that only preached ‘Buy Term and Invest the Difference’ since 2015, in 2023 Ashley knew she had to make the shift once she learned and understood the Infinite Banking Concept.

Ashley learned firsthand what the privatized banking strategy had done in her own life, and she has chosen to make this part of her life’s work in educating families and business owners on this powerful concept.

Ashley grew up as an Army kid and got the opportunity to grow up in different states and countries, including Germany and South Korea, where she graduated from high school. She graduated in 2015 with a degree in Mathematics and Psychology. She holds life and health insurance licenses in Arizona and Texas, and a property & casualty insurance license in Arizona.

Ashley is very passionate about serving women and providing financial literacy that allows them to develop the confidence needed to win the cashflow game in life and make better financial decisions.

“I believe that given more knowledge and more information, people will be able to make better financial and business decisions.”

Curtis May, the principal of Practical Wealth Advisors LLC, He helps families and business owners learn to plan wisely for the future and to achieve financial independence.

Much of Curtis’ time is devoted to hosting financial workshops where he lectures on financial literacy, cash flow management, managing home equity, and how to create a Private Family Capital Reserve System that lets families operate their personal economies like banks and financial companies operate theirs. He also teaches small business owners The 7 Steps to More Sales System – how to increase revenue from existing business assets with an effective marketing system.

Curtis believes education has become an integral part of his work as a financial consultant.

Through Practical Wealth Advisors, Curtis focuses on helping his clients get organized with their money through cash flow management so they can make better financial decisions. Then he help find money they are losing unknowingly and unnecessarily so they can improve current cash flow in their business or family unit. His Philosophy is that there more opportunity to help people eliminate the losses in the financial lives then there is subjecting people to more risk by trying to pick winners.

Curtis holds licenses in life, health and property/casualty insurance. He is a Registered Financial Consultant with the International Association of Registered Financial Consultants and, as a Certified Liability Advisor, teaches individuals how to manage debt. When he isn’t advising clients or hosting seminars, Curtis volunteers for SCORE of Philadelphia where he speaks regularly to business owners on marketing and sales strategies and Financial Planning for business owners

Ursula Aviles is the Owner and Founder of URSAWISE and the Director of Client Success of Practical Wealth Advisors LLC. Together with her associates, she equips individuals, families, and business owners with empowering education and tools to make sound financial decisions to win the money game.

In 2021, at the age of 47, Ursula's financial world changed profoundly when she discovered the Infinite Banking Concept® through a real estate investor on Instagram and through reading R. Nelson Nash's book 'Becoming Your Own Banker.' A year later, as a practitioner of the concept, she obtained her life insurance license because she wanted to share this powerful and overlooked method with others to connect them with the idea of self-managing their finances and what it can look like and how this method can change their lives forever.

Despite having some college education and extensive experience in account reconciliation, administration, and sales, Ursula uses the pain of her lack of financial literacy in the first half of her life to bring wisdom and versatile financial expertise to our team. She considers herself first and foremost in the people's business and continuously invests in her professional development to serve clients with excellence, clarity, and confidence.

Ursula shares her life with a supportive and loving husband, and takes pride in their blended family, especially her beautiful youngest granddaughter who lights up her life. When not working, studying, or spending time with her family, Ursula loves cooking and crafting, relaxing with good movies, and being entertained by her three adorable lap dogs.

Rob Battle is the founder of Battle Sports Financial and a former professional basketball player who knows firsthand what it’s like to come into money without a roadmap. After navigating the ups and downs of sudden wealth, he made it his mission to understand how money truly works. That journey sparked a passion for financial literacy, especially for athletes and young professionals who often find themselves financially unprepared. Today, Rob empowers others with the tools and strategies they need to protect, grow, and sustain their wealth for the long term. He’s a proud husband and father to two beautiful daughters. When he’s not working, you’ll likely find him on a bike, cycling and clearing his mind on the open road.