Who I Am
I received a degree in Finance and an MBA here in Colorado. After that, I spent 10 years in the finance department at Hewlett-Packard. I moved from corporate finance to personal finance so I can help individuals build their own wealth, and to help them achieve their goals of financial independence. I entered this business having personally experienced the value of a financial advisor in 2008 during the financial crash that year. After that experience, I wanted to help others create a sound financial approach for their life savings.
Specialization
My focus is on individuals who are getting close to retirement and want wealth management advice for their earned income. I take immense pride in helping clients turn years of hard work into a clear, confident plan for their next chapter of life.
Hobbies
I have worked with the Special Olympics Track and Field Team for over 30 years. My favorite volunteer organization is my church, Beth Eden Baptist, in Wheat Ridge, Colorado. Our favorite travel destinations as a family are beaches in California, Florida or Texas. My personal favorite travel destination is Europe.
My Commitment
I believe that sincere support of my clients, and the trust earned from my clients, will bring them a peaceful view of their financial future.
Favorite Books, Mottos, Quotes
As a life-long runner, I have two favorite quotes that helped me during my competitive years, but have also provided me strength in everything else I do. From Steve Prefontaine “To give anything less than your best is to sacrifice the gift.” and “To be good is not enough when you dream of begin great.”
Other Info
State: Colorado (CO)
Date Joined: 10/6/2023
