Bellco Branches: Havana/Mississippi, Grand Junction, Clifton, Pueblo
As a financial professional with Osaic Institutions, I've been part of the financial services industry since 2006 and have been licensed since 2010. My credentials include Series 7, 66, and Life & Health Insurance licenses, allowing me to provide a comprehensive range of financial services. As a member of the Investment Center, available through Osaic Institutions, I am dedicated to sincerely focusing on the needs of our members. My education from the University of Wyoming has equipped me with a solid foundation in retirement planning, 401(k) rollover options, estate planning, portfolio analysis, and college funding.
I reside in Parker, Colorado, with my daughter Evey, and we cherish our time together exploring the great outdoors. My hobbies include camping, hiking, and golfing, which provide a perfect balance to my professional life. Whether it's assisting clients with their financial strategies or enjoying a hike in the beautiful Colorado landscape, I am committed to making a positive impact both in my professional and personal life.
