Certified Financial Planner (R)
CurrentI work in a fiduciary capacity with individuals and small business owners as an independent, fee based CFP and investment advisor. Typical individual services include defining, implementing and monitoring investment portfolios based on a client's unique combinartion of risk tolerance, goals, and objectives as well as college funding planning, and retirement income planning while minimizing associated tax liabilities. I work with small business owners to establish retirement plans and provide associated investment advice to the owners and their employees. All securities and advisory services offered through Geneos Wealth Management Inc, member FINRA/SIPC.