$40MM AUM | $700,000 GDC in Greenwood Village, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Greenwood Village, CO, US
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
350
Avg Client Age
58
Overview

Over the past 30 years, I have provided professional investment management services to individuals, corporations and institutions. My clientele ranges from high-ranking political figures, Fortune 500 executives, doctors, lawyers, civil service employees to school administrators and teachers. I also work closely with attorneys to determine investment valuation and develop financial strategies for amicable resolutions in divorce, estate and succession planning and personal injury settlements for their clients.

As a Fiduciary, I see my responsibility in helping my clients make the strongest financial decisions for themselves and their loved ones.

My office is located in the Denver Tech Center. My growth plan of client acquisition is done organically, purchasing books of business and professional referral/networking. With acquisitions, I would like to keep as much of that staff in place. I believe that it is important for client retention as well as job security. I started my practice in Colorado Springs and I am an alumnus of the University of Northern Colorado. I have clients from Colorado Springs to Greeley and Ft. Collins. I would like to have additional offices in each.

I hold the following designations: ChFC, CLU, AEP, CDFA, CLTC

I am an associate member of the Colorado Bar Association - Trust and Estate, Family Law and Elder Law member; Professional Advisor to the American Cancer Society; Estate Planning Council Southeast Denver; National Association of Estate Planners and Councils and more. At my church, I am a member of the men’s leadership council and mentor.

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