Who I Am
I graduated from Metro State University of Denver with a Bachelor of Science in Finance and Accounting. After working for a few years as an Auditor for the USPS Office of Inspector General, I transitioned to be a financial advisor with a passion to empower families with proper knowledge to build wealth and achieve financial independence for their families and future generations.
Specialization
I’m blessed to work with professionals across all industries in my career, and my most successful clients are those who are coachable, are serious about improving their financial futures and are open minded to ideas and strategies that are new to them.
Hobbies
I enjoyed and have hiked a few 14ers. I enjoy martial arts activities (watching martial art movies, self-taught taekwondo very briefly, and doing basic (self-taught) boxing as one of my work-out routines).
My Commitment
As a professional and a trusted advisor, I commit to bringing highest value to my clients through financial education, sharing my knowledge and experience, and providing them world class resources and opportunities to ultimately empower them to make the best financial decisions for their families and leave a legacy that they feel proud of.
Favorite Books, Mottos, Quotes
Vail, CO, La Cinqe Terra, Italy and St Johannes, Austria are a few of my favorite places to visit.
Other Information
State: Colorado (CO)
Date Joined: 9/12/2023


