I am a CERTIFIED FINANCIAL PLANNER™ professional and joined Legacy Wealth Management, LLC (LWM) in 2011. I specialize in helping the individuals, families, and businesses I work with make wise decisions about money so that they are best positioned to realize their financial goals.I am a graduate of Colorado State University with a degree in Business Administration. I graduated Cum Laude from the Honors Program as a University Honors Scholar.I began my professional career with KPMG, LLP, a global audit, tax and advisory services firm, in 2004. I spent seven years in KPMG's Advisory practice based in Denver, CO, and was promoted to the management group in 2008. While at KPMG I gained valuable business experience working with clients representing some of the premier companies from several industries. I worked closely with these clients analyzing complex business challenges and processes to aide them in achieving strategic objectives.After my time with KPMG, I joined Legacy Wealth Management and began working as a personal financial planner and wealth manager. I became a CERTIFIED FINANCIAL PLANNER™ professional after successfully satisfying the CFP Board of Standards' education, examination, experience and ethics requirements.Legacy Wealth Management is a comprehensive financial services firm dedicated to helping our clients achieve long-term financial success. Our company was founded upon principles that place the utmost value on clients' financial goals and objectives. We strive to build long term relationships that are based upon our core values: Integrity, Trust, and Service. Securities offered through Cambridge Investment Research, Inc., registered broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and LWM are not affiliated. (970)-241-5143. 372 Ridges Blvd. Grand Junction, CO 81507Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.