I work with clients (individuals, families and small businesses) in helping them identify and achieve their financial goals and objectives through personalized and customizable financial strategies. I analyze, review and implement these financial strategies on behalf of my clients.
I have been in the financial services industry most of my career. I am registered with FINRA after passing my Series 7 and Series 66 qualifying exams. I have my Life, Accident and Health License and I hold my Real Estate License in the State of Colorado.