My practice is focused on risk management, retirement planning, college funding, estate planning strategies and wealth management. My ultimate goal is to help you make sure that you and your family are well taken care of financially. And truly enjoy life.
My approach as your financial professional is to listen to your needs and concerns, and as your quarterback on a football field or your point guard on a basketball court, my job is to see the entire playing field as you distribute your assets and resources appropriately, efficiently and according to your wishes.CERTIFIED FINANCIAL PLANNER professional (CFP(R)) from the CFP Board of Standards in Denver, Colorado.
My approach as your financial professional is to listen to your needs and concerns, and as your quarterback on a football field or your point guard on a basketball court, my job is to see the entire playing field as you distribute your assets and resources appropriately, efficiently and according to your wishes.CERTIFIED FINANCIAL PLANNER professional (CFP(R)) from the CFP Board of Standards in Denver, Colorado.
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