Deep financial knowledge with decades of experience
I have 39 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 teach financial literacy courses “How Money Works” and “THE MONEY ORCHARD” as an employee benefit. 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.
Denver College for Certified Financial Planning 1987 32 hours of 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.