Bellco Branches: Aurora South and Smoky Hill
With over 45 years of experience in the insurance and financial services community, I am committed to helping clients achieve their financial goals. Before joining Osaic Institutions, I was a Partner with New York Life and served as an Agency Sales Director at MetLife in Colorado. I am licensed to provide insurance and investment advice to residents of Colorado and am registered as a General Securities Representative through Osaic Institutions. My focus is on working closely with members to identify their goals and objectives, assess their risk tolerance, understand their investment philosophy, and determine their time horizons.
I am passionate about teaching and educating members in areas such as retirement planning, 401(k) rollovers, college funding, estate planning, insurance protection, and portfolio analysis. At home, I reside in Castle Pines, Colorado, with my wife, Guida. We are proud parents of four grown sons and have the joy of being grandparents to three granddaughters and one grandson. Whether I'm assisting clients with their financial planning or spending quality time with my family, I am dedicated to making a positive impact and ensuring a secure financial future for those I work with.
