My Experience

Deep financial knowledge with decades of experience

I have 40 years’ experience as a financial advisor. After guiding people of all ages, I have seen almost everything that can happen in life. You just don’t know which ones will happen to you.

I’ve developed a wide range of experience in all areas of the financial industry, banks, trust companies, estate planning, insurance and investment companies. This broad experience across different financial services gives me knowledge for the best way to implement your decisions.

I help individuals with their personal financial decisions concentrating on making great investments and protecting their money from losses. I also teach financial literacy courses  Past companies: US Army Reserves, Medtronic, AT&T Bell Labs, AT&T Hispanic conference, St Jude Medical, Dow AgroSciences, Sherman Hospital, Apogee Enterprises, Gary Wheaton Bank and others.

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Denver College for Certified Financial Planning 1987. Basic and advanced estate planning. (2003) at Cannon Financial/Northwestern Law.

A different perspective

You know how People want a second opinion about IMPORTANT medical decisions.
In the same way, I look at investing from many different perspectives.
This way you will see opportunities other people miss and avoid risks that others don’t see.

The future is unknown, but you can prepare for events that may happen.

Let me be your guide

An advisor is like a scout for the pioneer wagon trains going west. Your financial journey is just as hazardous. The pioneers who settled America began the journey with a vague understanding of what they would face. They were intrigued by the promises of the future but fearful of the unknown. Their journey would be filled with obstacles and dangers. They had no experience or knowledge of how to travel deserts and mountains. That’s why they needed an experienced guide, someone who had been over the trails before and knew how to adjust when faced with unforeseen dangers and problems.

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