I have been working in the Financial Services industry since 2008, though my career has been centered around delivering exceptional client service since 2000 when I got started in Los Angeles as a Business Consultant in the Entertainment industry.
I enjoy working with a wide array of private ...
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I have been working in the Financial Services industry since 2008, though my career has been centered around delivering exceptional client service since 2000 when I got started in Los Angeles as a Business Consultant in the Entertainment industry.
I enjoy working with a wide array of private clients, and have found that the greatest satisfaction comes from helping good people get to a better place financially. Money is quite an interesting and complex part of all of our lives, and my mission is to help simplify, goal set, and then execute a plan for my clients to achieve their short and long term objectives and build a lifestyle that is fulfilling and enjoyable along the way.
I was honored and humbled to be selected as one of the top “40 Under 40” business professionals in Denver in 2014 by the Denver Business Journal, and was also selected as a Five Star Wealth Manager in 2014 and 2016. I graduated with a Business Administration degree from the University of Oregon in 2000, and remain actively involved with my fellow Ducks in the Denver area by serving on the Denver Oregon Alumni Board. I also started and lead up the “Denver Duck Biz Lunch” networking group that meets regularly in Denver. GO DUCKS!
When I'm not working, I love spending time with my wonderful wife and 4 children, as well as playing golf, beach volleyball, and snowboarding.
Specialties: Listening. Communicating Clearly. Financial Planning. Lifestyle Planning. Tax Reduction Strategies. 401k to IRA Rollover. Portfolio Management. Asset Allocation. Tactical Money Management. Life Insurance. Education Savings and Planning (529 Accounts). Estate Planning. Investment Management. Roth Conversions. Traditional IRA, Rollover IRA, Roth IRA, SEP IRA, Beneficiary IRA. Defined Benefit Pension Plans and 401k Plans. Medical Insurance. Private Investments and Limited Partnerships. 1031 Exchanges.
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