Bellco Branches: Arvada, Westminster and 98th & Washington
As a financial professional with Osaic Institutions, I hold FINRA Series 7 and 66 licenses, along with Colorado Life and Health insurance licenses. My specialization lies in comprehensive financial planning, where I help clients align their financial resources with their life goals. With extensive experience in investment management, retirement planning, and 401(k) rollovers, I am committed to assisting my clients in constructing a complete life plan that positions them to achieve their pre-retirement goals and fully enjoy their retirement years.
I am a proud graduate of the University of Colorado Boulder, where I earned two degrees from the Leeds School of Business. Outside of my professional life, I have a passion for the great outdoors and enjoy hiking, golfing, and skiing. Whether I'm helping clients navigate their financial journeys or hitting the trails and slopes, I am dedicated to making a positive impact and ensuring that my clients are well-prepared for the future.
