As Chief Operating Officer of Alliance Trust Company of Nevada, Philip W. Brown manages and develops the company’s processes and procedures. Philip is also a Trust Officer helping families protect, manage, and transfer their wealth. He also provides financial planning and related services for clients and serves on Alliance’s investment committee.
Philip has lived in Reno since 2005 and holds a Bachelor of Science in Finance and a minor in Economics from the University of Nevada, Reno. He is certified in financial planning by Boston University and a Certified Financial Planner™. He is also a member of The Society of Trust and Estate Practitioners and holds a STEP Certificate in Anti-Money Laundering.
Philip is married with one child: a German Shepard named Sage. He enjoys backcountry skiing, mountain biking, and other outdoor sports.
As Chief Financial Officer of Alliance Trust Company of Nevada, Louis J. Robinson oversees financial operations, internal reporting, and regulatory compliance while providing investment advice, tax planning opportunities and estate plan administration to domestic and international families. Recruited by the company from a private accounting practice in 2011, Louis is an expert on complex estate and tax planning issues.
A native of Cincinnati, Ohio, Louis holds a Bachelor of Science from the University of Nevada, Reno with a dual major in Finance and Accounting. Lou is married and has two young children.
Mr. Damiens is co-manager of Alliance Trust Company. He entered the financial services industry in 1982 after graduation from University of Southern Mississippi with a MBA degree. In 1984, after a few years experience with a local financial planning firm, he started his own registered investment advisor company to offer fee based services.
Denis has worked primarily with high income and high net worth individuals and professionals. His main concentration is on investment management for individuals, qualified retirement plans and estates. Estate and asset protection planning represent the majority of his activities. Qualified retirement plans are frequently used as planning tools along with structuring various business entities and trust arrangements while working closely with the client’s attorney and accountant. His background includes over twenty years experience as a branch manager for two independent broker dealers in which he was responsible for compliance issues and supervision responsibility of other licensed representatives. He has also managed a fee based registered investment advisor company since 1984.
Industry designations include Certified Financial Planner, Accredited Asset Management Specialist, and Certified Divorce Financial Analyst. He has also received additional training in pension plan design, estate planning, business valuation and asset protection planning. Other professional activities include business valuations, business mergers and acquisitions, expert witness testimony on business valuations and divorce settlements regarding financial issues.
Denis is recognized by industry professionals for his expertise and has been a featured speaker at various industry education programs, professional groups, and trade associations.
Natasha joined Alliance Trust Company from a career in private law practice as a Tax Attorney, and as a Consultant for a national tax planning firm.
Natasha has represented closely held businesses in corporate reorganizations for asset protection and tax planning strategies. She has also represented shareholder interest in business and probate litigation. She is subject matter expert in business succession planning, business tax planning, wealth planning services, including multigenerational wealth transfer and charitable tax planning.
Natasha received her undergraduate and MBA degrees from National University in San Diego, her law degree from Western Michigan University Cooley Law School and her LL.M. in taxation from Thomas Jefferson School of Law, graduating Summa Cum Laude.
Carlos has more than 30 years’ experience in family wealth and cross-border planning, working with major international banks and international trust companies in the Cayman Islands, Mexico City, Panama, and the U.S. Carlos has been doing cross-border planning for the most influential families in the Latin American region.
Carlos holds an Economics Degree from Universidad Iberoamericana, a Family Business Advisory and Family Wealth Advisor Certificate from the Family Firm Institute in Boston, and has the Trust and Estate Practitioner designation issued by STEP.
Shanna joined the team in the fall of 2018. Beginning her career with a trust department at a National Bank, and most recently spending over a decade with a Nevada Private Trust Company, she brings over twenty-five years of personal trust services experience. Shanna has a degree in Business Administration and a Bachelor’s of Science in Paralegal Studies and also is a graduate of the ABA National Trust School and a Certified Trust and Financial Advisor. Shanna brings extensive customer service skills to her role at Alliance Trust Company of Nevada. At her best when she is working with people, throughout her career, Shanna has developed the ability to connect finance with the needs and dreams of the individuals she serves.
Born and raised in the humble Midwest, Shanna volunteers regularly in the community. She brings that passion for serving the community to her fiduciary work, taking great pride in using her skills to make people’s lives easier.
Molly, a SHRM-CP credentialed Human Resources professional, joined Alliance in the Fall of 2018 to direct the firm’s human resources functions. Before joining Alliance, Molly was the Firm Administrator at one of the oldest law firms in the Reno-Sparks area. At the firm, she began as a paralegal to the managing partner, whose practice focused primarily on family law matters, estate planning, and probate litigation. This combination of skills and experience also made her a natural fit to head the Trust & Estate Settlement Team at Alliance Trust Company.
Molly is a fourth-generation Nevadan, having been born and raised in Northern Nevada. Molly received her Certificate in Paralegal Studies from the University of Nevada Reno in 1995 and her Certificate in Human Resource Management from the University of Nevada Reno in 2019.
Justin Cain brings a wealth of experience in finance, operations and client service within the financial services industry to Alliance Trust Company of Nevada. Prior to joining Alliance, Justin spent seven years as Chief Operating Officer managing a Reno-based wealth management and financial planning office.
A Missouri native, Justin holds a Bachelor of Science in Finance and Master of Business Administration from the University of Missouri-Columbia. Upon earning his MBA, Justin started his career with H&R Block Financial Advisors in the Kansas City area before relocating to the Reno-Tahoe area with his wife in 2006. The couple now calls Reno home and has two young boys who keep them more than busy and always on their toes.
Justin enjoys traveling, golfing, snowboarding and spending time in the great outdoors with his family.
With immense experience in both the finance and fiduciary industries, Tim Morgan is an asset for both domestic and international Alliance Trust Company of Nevada clients. Tim holds a Bachelor of Art in International Business from the University of Nevada, Reno as well as graduate studies focused on healthcare econometrics. Tim’s experience includes director of operations at a boutique financial advisory firm, healthcare technology consulting, and various roles in the financial services industry.
Tim is an avid golfer, runner, and snowboarder. Tim and his wife have four children and reside in the Reno/Tahoe area.
Before joining Alliance Trust Company of Nevada, Jacqui accumulated over twenty-five years of trust administration and operations experience as a Trust Officer, Trust Operations Manager, Special Asset Treasurer, and Auditor. Jacqui obtained her Bachelor of Science in Business Management and Finance from Sacred Heart University in Fairfield, Connecticut.
Originally from Connecticut, Jacqui relocated to Reno in 1998. As a mother of three wonderful children, Jacqui makes time to enjoy the outdoors with her family and friends.