I empower my clients to focus on what matters most - time for friends, family, and loved ones. My team of experts is dedicated to ensuring an optimized work-life balance that doesn't come at the cost of reduced performance or results.For the past twenty years, I've been helping people realize their financial dreams as a Wealth Management Advisor. Drawing on experience developed at two renowned companies - Lenox and Northwestern Mutual - my strategies have earned recognition in the Western region for enabling clients to maximize growth opportunities while simultaneously protecting from future risk. My drive is to build meaningful relationships with each of my clientele and help them exceed expectations by crafting plans that bring out their full potential!CA LIC #0E73540Securities and Investment Advisory Services are offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. 303-797-9080.
Listed skills include Investments, Retirement, Portfolio Management, Retirement Planning, and 10 others.
