Overview

I'm an investment advisor representative at Ashton Thomas and would like to grow my own practice., through acquisition and or merge at Ashton Thomas. If you are young and starting out great, let's build a Denver office and expand the Ashton Thomas group. I'm focused on corporate executive and small business clients, and creating an investment portfolio that will facilitate clients meeting the their goals and longer term planning. I'm a CPA by trade, and believe I bring a solid value to clients that looks to obtain tax efficient portfolio's both in the long and short term goals. As a former Big 8 audit manager, and 3 years at the Securities and Exchange Commission, I value independence, and avoid any conflict of interests. I have a strong background in mitigating and managing deferred stock compensation as and facilitate estate planning.

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within 6 months

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