Focus: Insurance Strategies, Investment Strategies
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
A Denver native, I hold an MBA in Finance from the University of Texas at Austin and a B.S. in Marketing from the University of Colorado (Boulder). I serve on the board directors of the Rocky Mountain Chapter of the Society of Financial Services Professionals as well as Colorado Total Smiles. I’m also active with the Cub Scouts and volunteer with Denver Public Schools.
My wife and I have a 10-year old son. In our spare time we like to travel, watch the CU Buffs and Colorado Rockies, ski, and hike.
Check the background of this investment professional on FINRA’s BrokerCheck