Financial Advisors | MBA Capital Advisors

Let us navigate you through the

financial complexities of life.

A GUIDED APPROACH

TO PLANNING YOUR FINANCIAL FUTURE

OUR APPROACH

We recognize that every individual and business is unique—which is why we create a personalized plan tailored to each client’s specific needs and goals

ASSESS

We start with a thorough conversation about your current and future financial needs and goals. By reviewing your existing assets, ownership structures, and estate planning documents, we craft a comprehensive and adaptable financial plan tailored to you and your family.

STRATEGIZE

Guided by your unique plan and circumstances, we design and implement a tailored, cost-effective asset strategy aligned with your financial goals. As fiduciaries, we offer access to a broad range of investment solutions, always prioritizing your best interests.

REVIEW

We continuously review and monitor your progress to ensure you stay on the optimal path toward achieving your financial objectives. Our services include consolidated performance reporting across all assets, complemented by monthly market updates and insightful commentary.

WHAT'S YOUR RISK SCORE?

WHAT

WE DO

FINANCIAL PLANNING

PORTFOLIO MANAGEMENT

CASH MANAGEMENT & COLLATERALIZED LENDING

RETIREMENT PLANNING

SMALL BUSINESS PLANNING

RISK / INSURANCE MANAGEMENT

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OUR VISION

At MBA Capital Advisors, we empower individuals, families, and businesses to plan

confidently for a secure financial future. Our mission is to help clients unlock the full

potential of their assets and achieve what matters most to them. We believe financial

planning is not just a choice—it’s a responsibility.

-Dave & Drew

MBA Capital Advisors- Compass- gold whit

our_vision

OUR TEAM

David Hehn
MANAGING DIRECTOR

Drew Santibanez, CFP®
SENIOR WEALTH ADVISOR

David is the former Regional Managing Director of the Wells Fargo Private Bank in Nevada, having previously worked as a Wealth Planning Strategist for a San Francisco based Registered Investment Advisor and a law firm. David brings over 30 years of experience in the areas of investment management, estate and retirement planning. David graduated with Honors from the University of Nevada- Las Vegas; and High Honors with an MBA in finance and accounting from Regis University, Denver, CO. Dave has a passion for cycling, training and competing in various endurance events. Most notably, finishing the IRONMAN Florida in 2018. But, most of all, Dave enjoys spending time with his wife, children and grandchildren.

Tel: 725.867.9367

dhehn@osaicwealth.com

Las Vegas, NV

Drew is a dedicated CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over a decade of experience in the wealth management industry. Since 2013, he has been helping individuals and business owners navigate their investment strategies and financial planning needs with clarity and confidence. He holds Series 7, 24, and 66 securities registrations, reflecting his deep commitment to professional excellence and regulatory expertise. Drew’s passion for working closely with clients has shaped his career around one central mission: helping families build, preserve, and transfer wealth across generations. A Southern California native, Drew earned his Bachelor of Business Administration in Marketing from the University of San Diego. Outside the office, he finds joy in the outdoors and serving as a member of his church’s comfort dog ministry team. Above all, Drew treasures time spent with his wife and children.

FIBEN Financial

Tel: 725.867.9367

dsantibanez@osaicwealth.com

Hayden, ID / Las Vegas, NV

STRATEGIC PARTNERS

Richard Holtan
PRESIDENT

Richard is the President of Financial Services & Investment Corporation. He has been in the retirement & financial planning business for 54 years, teaching retirement & financial planning in various public schools and universities in Nevada, Florida, North Carolina, Tennessee. He spent six years teaching adult education classes at UNLV and CSN in Las Vegas, Nevada. Richard believes that the most important tactic when reaching retirement is conservation of the wealth that has been accumulated, with consistent growth for future accumulation.