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.
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
Member of the fraternal order of Elks. Member of Colorado Insurance Association
Sponsor of the University of Colorado young men and women business education internship program.
Fishing; Camping; Cruising to exotic parts of the world; Golf; Bowling; Boating