Overview

I am a former Trust Officer and Manager of a Bank Trust Services Department and I manage my business with the same fiduciary standard. I am also a licensed attorney in Arizona and Colorado. I have been in Colorado for over 27 years and will continue to do so for many more years. I am close to my clients and I strive to provide the best in Investment Management and Retirement Income planning. I utilize RIA services and brokerage services where appropriate for my clients and should you wish to explore my involvement with your firm and client base, you will find my approach respectful and professional in all aspects. I hope to find an advisor who wishes to entrust his or her life's work to me and I will do my best to provide confidence that your hard-earned clients and their hard-earned assets are properly serviced.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
618 days old

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