Investment Advisor Representative
Greenwood Village, Colorado
As an Investment Advisor Representative with Transamerica Financial Advisors, Inc. I focus in helping people determine how much income they need for the retirement lifestyle they want. We are dedicated to creating financial roadmaps that allow people to pursue their goals in the most tax-efficient manner possible. With an MBA from Brigham Young University, 25 years of financial experience, and a clear understanding of how numbers work, I am committed to serving my clients with the integrity and knowledge they deserve. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to affect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA https://www.finra.org/#/, MSRB, SIPC https://www.sipc.org/ and Registered Investment Advisor. TFA2182061-0522 Tax and/or legal advice not offered by Transamerica Financial Advisors, Inc. or their affiliated companies. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters.
