As a Financial Advisor since 2000, I have extensive experience in Investment and Asset Management and Retirement Planning for individuals and businesses. My expertise lies in Asset Allocation Strategies and Portfolio Management coupled with Risk Management Strategies.As a Registered Rep with KCD Financial serving as my Broker Dealer, I have access to a full range of investment options to accomplish your retirement goals; whether it be via a 401k rollover (mutual funds and variable annuities, for example), or a retirement plan at work (SIMPLE IRA or 401k startup plans or review and tune up of your current 401k plan). College savings can be optimized with a 529 college savings plan. And you can protect it all with the right kind of insurance, such as life insurance, disability insurance or long term care insurance.I serve the Broomfield, Colorado and Greater Denver areas as well as California, Nevada and Idaho.
Listed skills include Retirement Planning, Series 7, Asset Managment, Fixed Annuities, and 25 others.