$15MM AUM | $125,000 GDC in
Fort Collins, CO
I provide comprehensive financial planning and investment management. Hoping to be a resource for adivsors that may be looking to exit the business and want a young and qualified advisor to transition some or all of their clientele to. I am 32 years old, a CFP and have been in the industry for 11 years with my own company for 7 of those.