I’m a CERTIFIED FINANCIAL PLANNER™ with over 35 years of experience in the investment and wealth management industry. I specialize in helping high net worth executives and executives at public companies with investment management, retirement planning and risk management. After graduating from University of Colorado Boulder, I started my career in financial services. I spent several successful years at Morgan Stanley as a Branch Manager, Financial Advisor and a Executive Financial Services (EFS) Director. However, I knew financial planning was where I wanted to be…and in 2015, I founded Executive Wealth Planning. In 2022 we joined The Cetera Advisor Network*Based in Greenwood Village, Colorado, Executive Wealth Planning specializes in providing investment and retirement consulting as well as asset management services for employees and executives of public companies. Our mission is to help you maximize the value of your employee benefits package including your stock options, deferred compensation and equity compensation. We offer professional advice to help make you comfortable with your financial choices and fully understand the value of your compensation package.Whether you’re investing to build wealth, protect your family or preserve your assets, our personalized service focuses your needs, wants and long-term goals. After we learn more about you, we’ll help you identify the personal finance strategies that can improve your lifestyle today and provide the foundation for a sound (maybe even early) retirement in the years ahead.If you have questions about your employee pay package and your equity compensation or if you want to start planning for retirement, let’s talk. I look forward to working with you.*I am an Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity Address of record: 5655 S YOSEMITE STE 300 GREENWOOD VILLAGE, CO 80111
Listed skills include Financial Planning, Wealth Management, Deferred Compensation, Portfolio Risk Management, and 24 others.
