Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Greenwood Village, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
150
Avg Client Age
50
Overview

I am a credentialed advisor with over 35 years of service. My clientele encompasses high-ranking political figures, Fortune 500 executives, doctors, lawyers, civil service employees, school administrators, corporations and institutions. I hold the following designations: ChFC, CLU, AEP, CDFA, CLTC.

My IA and I are looking to grow our presence locally. My office is located in the Denver Tech Center and looking for other locations throughout the state. The growth plan is done organically, purchasing books of business and professional referral/networking. With acquisitions, I would like to keep much of the staff in place. I believe that it is important for client retention and keeping the culture of the office.

I am an associate member of the Colorado Bar Association - Trust and Estate, Family Law and Elder Law sections; serve on boards of the American Cancer Society, Alzheimer's Association and Denver Osteopathic Foundation; member of 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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