Overview

I'm a Certified Financial Planner and Accredited Investment Fiduciary with offices in Idaho Falls, ID and Denver, CO. I'm looking to expand our firm. I currently manage over 84 million and make it a point to be a comprehensive financial planning office. We use multiple financial planning and business software programs including Redtail & Emoney. I am a member of the Peak advisors national consulting group and make a very strong effort to run an efficient business and practice. At my office, we make a tremendous effort to have excellent communication with clients and have regular meetings/reviews with them. We hold 4-5 client events each year, send out newsletters, birthday cards, etc. and always do what we can to go the extra mile. I have an excellent staff, including 3 other experienced S7 sub-advisors who would be able to assist in creating a smooth transition. In Jan of 2013 we acquired a practice in Denver, CO with great success and continue to maintain 90% retention of clients from that book of business. I believe that it is beneficial to maintain existing office space, staff and consistency with what has already been established. I am top 5 producer with our broker dealer and was nominated as a Top 40 under 40 advisor with Investment News in 2016. I have a succession plan in place and am very well organized. I am a Six Sigma green belt and have been professionally trained to understand the importance and efficiency of business systems. We have well-established systems in place and would like to expand through acquisition. I have successfully transitioned two books of business and am now positioned to make another acquisition.


Last Activity
2 weeks

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