Bellco Branches: Lakewood, Sloan's Lake and Englewood
Since 2008, I've been dedicated to providing clients with personalized financial strategies that cater to their unique needs and goals. My journey began at AXA Advisors, where I honed my skills by working closely with individuals, families, executives, and business owners, developing comprehensive financial solutions tailored to each client's situation. In 2013, I made a successful transition to a financial institution, where I have had the privilege of partnering with members to address their planning needs. My extensive experience spans various areas, including Retirement-Income Planning, Investment Management, 401(k) and IRA Rollovers, Pension Plans, Tax-Efficient Estate and Survivorship Strategies, Long-Term Care Plans, and Education Funding. I am well-versed in Mutual Funds, ETFs, Life Insurance, Annuities, Managed Accounts, and Alternative Investments, and my "client first" consultative approach ensures that I help clients identify their goals, plan for the future, and work towards a comfortable retirement.
I graduated from the University of Northern Colorado, and I hold securities and insurance licenses, including FINRA Series 7, 66, and CO Life, Accident, Health, and Long-Term Care. When I'm not serving my clients, I cherish spending quality time with my family and friends. I am passionate about sports and music and have a rich history as a former collegiate and professional baseball player. This passion for sports has led me to coach baseball at various levels, including high school, Junior Olympic, and collegiate levels. Whether you've been saving for years or are just starting out, I am committed to helping you navigate the complexities of financial planning and achieve your financial aspirations.
