Financial advising that puts you first.
Helping families, individuals, and business owners plan their path to a better future.
Financial Planning | Investment Management | Tax Planning
Whether helping business owners improve their bottom line and create generational wealth, guiding families as they save for college expenses and secure the best life insurance policy for their children, or supporting individuals as they invest for retirement, my focus always remains on what's best for my clients - now and in the future.
Experience
-
Financial Advisor | 2024-Present
Golden, CO -
Financial Advisor | 2021-2024
Denver, CO -
Financial Planner | 2019-2021
Denver, CO -
Manager - Fund Administration, Tax | 2016-2019
Denver, CO -
Tax Consultant | 2012-2016
Denver, CO -
Assistant Controller | 2012-2013
Denver, CO -
Premium Auditor, Risk Management | 2003-2009
Denver, CO | New York, NY
Licenses & Certifications
Accredited Asset
Management Specialist
The College for Financial Planning
Certified Tax
Specialist (CTS)
Institute of Business & Finance
Series 7
Series 66
FINRA
Life and Health
Insurance License
State of Colorado
Education
Masters of Taxation
University of Denver,
Sturm College of Law
BSBA, Economics
University of Denver
BS, Accounting
University of Denver
Let’s talk
Are you ready to plan for a better future? Let’s discuss your current situation and financial goals to determine the best path forward.