Financial Qualifications        

                      Eighteen years of wealth management, and personal finance expertise at the individual and corporate level including trusts, 401k’s, SIMPLE plans, IRA’s, retirement planning and asset allocation.

                           Worked at a major national bank for 8 years in various capacities including: investment banking, corporate cost and profit review, division re-deployment and maintaining and managing trust accounts. Registered Representative for 22 years in the securities industry. Currently Vice President with The Financial Retirement Group.

Education 

1997 Attained life and annuity insurance license.

1989 Colorado State University- Bachelors Degree Business Finance/ Economics

1989 Series 7 Registration for securities industry

1989 Completed Series 63 registration

2006 Series 24 Principal Registration

Membership

Member of the fraternal order of Elks. Member of Colorado Insurance Association

Community Activities

                           Sponsor of the University of Colorado young men and women business education internship program.

Personal                 

Fishing; Camping; Cruising to exotic parts of the world; Golf; Bowling; Boating