Bellco Branches: Stapleton and Green Valley Ranch
Since 2001, I have been committed to providing a "whole picture" approach to financial planning for my clients. As a financial professional with Osaic Institutions, I draw on my extensive knowledge in retirement planning, investments, estate planning, and insurance to identify my clients' needs and develop comprehensive strategies to work towards achieving their financial goals. My approach ensures that all aspects of a client's financial situation are considered, enabling them to navigate their financial journey with confidence and clarity.
I graduated Summa Cum Laude with a Bachelor of Science in Business Administration from the University of Colorado Denver, where I was honored with the Dean's List Scholarship for high scholastic achievement. I hold Series 7 and 66 securities licenses, which equip me to provide a wide range of financial services. Additionally, I adhere to the standards set by the Certified Financial Planner Board of Standards Inc., which owns the CFP® certification marks. Outside of my professional life, I am dedicated to continuous learning and staying updated on industry trends to better serve my clients. Whether you're planning for retirement, managing investments, or safeguarding your estate, I am here to support you every step of the way.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
