Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Intergenerational Planning
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Nebraska - Lincoln, BS - Business Administration / Finance

Interests

Family

Registered Yoga Teacher (RYT)

Sports

Music and Art

Reading

Previous experience

  • Senior Financial Planner, MSI Financial Services, Inc, 1995-2016, Greenwood Village, CO, 21 years
  • Bank Examiner, Federal Deposit Insurance Corporation, 1986-1996, Englewood, CO, 10 years