Bellco Branches: Westminster and 98th & Washington
Since 1993, I've been dedicated to helping my clients build a brighter financial future through prudent investment planning and advice. As a Certified Financial Planner™ professional, my focus encompasses investments, insurance, estate planning, and retirement needs. I specialize in guiding clients through their retirement options, including income planning and distributions of 401(k) and pension plans. My goal is to provide customized financial planning services tailored to each client's specific goals, with a focus on helping them pursue an appropriate balance between risk and reward.
I graduated from Ft. Lewis College in Durango, CO, with a Business BA and a Finance minor. My registration as a General Securities Representative and a General Securities Principal through Osaic Institutions enables me to offer comprehensive financial services. I truly enjoy working with individuals and families who are seeking a brighter financial future. Whether you're considering saving for retirement, looking to increase your income, or aiming to protect your family's financial well-being through insurance, I invite you to stop by and visit with me. Together, we can chart a path towards achieving your financial aspirations.
