Who I Am
I started my career in banking. I then moved on to mortgage lending, where I stayed for 25 years. While I was working in the mortgage industry, I started my current passion of financial advising. I have been working as a financial advisor for 13 years. I became Partner at Summit Global Private Wealth in 2024.
Specialization
As a financial advisor, I specialize in helping clients plan, grow and protect their financial future. More specifically, I help:
- Individuals and families with budgeting, investing, retirement planning and life goals
- Young professionals getting started with savings and debt management
- Pre-retirees and retirees with retirement income planning, asset growth and preservation
- Business owners with investments, succession planning and retirement planning
- High net-worth clients with wealth management, tax-efficient strategies and estate planning
Hobbies
I love 4-wheeling in the mountains.
My Commitment
I am personally committed to helping my clients make confident financial decisions through education, transparency, long-term planning and I provide the guidance needed to follow through.
Favorite Books, Mottos, Quotes
Favorite podcast is Dennis Prager. Favorite travel destination includes sun & water.
Other Info
State: Colorado (CO)
Date Joined: 8/24/2023
