$8MM AUM | $90,000 GDC in
Greenwood Village, CO
CFP®️ and RICP®️ with over 11 years professional experience in financial planning and wealth management. Building independent financial advisory practice focused on financial planning and investment management for individuals and families. Clientele ranges from in or near retirement to young families desiring a solid financial foundation and guidance on growing their net worth. Also assist companies with retirement plans and employee education.
I am interested in acquiring practices from established advisors looking to transition into their next phase of life, while feeling confident that their clients and business will be in capable, caring hands for decades to come.