Wealth Management Advisor
To postpone is punishing; to plan is priceless. That has been my philosophy since I started at ERSI, and it continues to dictate the way I work with clients. Through the education component, I help my clients confront their financial situation and make informed decisions that provide security for today and tomorrow.
You have a lot to focus on. As your advisor, I will help you plan for your future so you can stay in the moment.
Education & Affiliations:
Miami University in Oxford Ohio Bachelor of Science (Finance)
CERTIFIED FINANCIAL PLANNER™
Chartered Life Underwriter - CLU®
Series: 7 (General Securities) & 66 (Uniform Combined State Law)
For Fun: I am an avid baseball fan and love to travel with my wife and two daughters.
I am serving as board president of the Rocky Mountain Chapter of JDRF (Juvenile Diabetes Research Foundation). I am also a member in the Rotary Internationals Denver Southeast chapter.
Our job is to help ensure that our clients can make informed decisions.