Who I Am
I went from being a director and CEO level executive in the high tech space to becoming an entrepreneur working with people to make a greater contribution. I’ve been in financial services and helping clients for almost 18 years and look forward to many more. My son is studying finance, so maybe someday we’ll work together serving others.
Specialization
I specialize in pre-retirees and retirees. My goal is provide comprehensive financial education and holistic financial advice which utilizes all of the tools at my disposal to maximize clients’ abilities to meet their financial goals.
Hobbies
- I’ve travelled to over 60 countries.
- I used to be a Salsa dancing instructor
- I have 14 backyard chickens as well as a menagerie of other pets.
My Commitment
I am committed to utilizing all of the tools at my disposal to maximize clients’ abilities to meet their financial goals. I am also committed to constantly learning and getting better to serve them better. This space is constantly evolving and there is always more to learn.
Favorite Books, Mottos, Quotes
Be the good that you want to see in the world.
Other Info
I wanted to be in the business of making a difference. The corporate world seemed soulless. This career changes lives and can make a dramatic difference to others. The lifelong relationships make it fun and provide me with joy. The constant change and complexity engage my engineering mind and problem solving background.
State: Colorado (CO)
Date Joined: 9/25/2023
