I am a CERTIFIED FINANCIAL PLANNER™ Professional and a 28 year veteran of the financial services industry in Colorado. As an Independent Wealth Advisor at LPL Financial, I am proud to offer objective strategies that never involve the sale of any proprietary products. I believe passionately that objective guidance is a fundamental need for everyone to successfully pursue their desired financial results.
Using a personal and collaborative approach I can help you define your long-term investment objectives, establish personal priorities, develop an appropriate plan of action, and implement a customized, tax-efficient investment strategy designed to pursue your financial goals.
I understand that establishing a relationship with a trusted and knowledgeable advisor is an important decision, one that takes time and deserves careful consideration. I believe that many investors are terribly underserved by their existing financial advisors. You deserve financial independence.
Please call at 303-678-7808 to schedule a complimentary consultation.
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Securities registrations held with LPL Financial:
Series 7; General Securities; Registered Stockbroker
Series 63; Uniform Securities Agent (Blue-Sky License)
Series 65; Investment Advisor Law
Series 31; Futures Managed Fund
Life, Health, and Variable Insurance Licenses