With over 15 years’ experience in the financial services industry, including over 8 years as a Certified Financial Planner ®, I enjoy helping clients identify their financial goals and roadmap the steps that are required to make their dreams come true. During my tenure as an Advisor, I have taken a special interest in getting to know my clients personally and building a long-standing relationship with each one. I am called to serve as a Fiduciary, always making my clients needs my foremost priority.
Certified Financial Planner (CFP)
University of Colorado Boulder (BA)
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