We assist individuals in developing an orchestrated and integrated person financial strategy. We dispel the many commonly held opinions presented by “traditional” financial organizations and we help clients understand the truth about how money really works. The Wealthwise® strategic process helps clients integrate all of their financial aspects to maximize their financial potential. We are educators and not a traditional planner or advisor. We are anti-fee and we do not charge fees. We are on a mission to train the next generation against mis-information prevalent in today’s traditional financial planning. I have been in this industry for almost 25 years and I was trained in the traditional methods of investing and money management. After I learned how wealthy people create and maintain wealth as well as banks and bankers, the light of revelation went off in my head. After I learned the way bankers work to create wealth, I also learned the “traditional” method is for suckers designed to enrich the person controlling the money, not the person investing it. We teach methods like money multipliers and the velocity of money to create and maintain true wealth and success, like a Warren Buffet does it not as your stock broker or money manager wants you to do it. You can trust that your broker’s firm is using these methods and YOUR money to create wealth. Learn the ways your bank creates wealth and it is not by giving the bank’s money to another individual or entity and hoping for the best. You can learn this too, with no fee or obligation.

I have been in the financial services industry in many capacities from a regulator to trader and corporate finance. Rubicon Alliance is a group of business professionals who educate individuals and entities on how money works and teach people the way to make it work that is beneficial to the individual and not the that individual's broker or planner or investment firm. Compound interest, buy and hold and 401(k)'s are benefitting the company sponsoring these investments not the individual holding these types of investments. Our firm is dedicated to showing individuals how money really works through processes known as velocity of money and money multipliers. Our firm will teach individuals how to maximize their wealth as bankers do through the above techniques as well as providing an education on the negative affects both fees and taxes will have on your wealth. We provide alternatives to the traditional wealth building techniques which tend drain your wealth through fees and taxes, as well as leaving your money working for the company holding your wealth and not for you. Your brokerage firm or banker is already using money multipliers and velocity of money to build their own profits and wealth. And they are doing it with your money! Control your money and learn how bankers and top financial professionals use their money. Rubicon Alliance will educate individuals on how to maximize their wealth without a fee (we don’t believe in fees).

I conducted Field Audits for the Colorado Division of Securities. I audited Financial Planners, Investment Advisors, Brokerage firms, stock brokers as well as mortgage brokers.

I worked in many different departments for this brokerage firm in Denver, from the Margin Department to new accounts, the Muni Bond Desk, the Trading Desk, and the Compliance Department.