8500 W. Bowles Ave
Littleton, CO 80123
Toll Free: 844-283-3274
CA License #0H47004
My Professional Background
My career in the financial services industry started in 1987 at a trust company. There, I discovered my passion for servicing client’s needs. In 1999 I moved into the retail investment world to help clients prepare financial plans and put them into action. There is a sense of satisfaction I derive from watching our clients send their children to school, enjoy a robust retirement-and value their peace of mind knowing their wealth will be passed along efficiently to their heirs.
Moving to Benjamin F. Edwards & Co. in 2014 with Eric Bench and Jason Clouse was icing on the cake for me professionally. It is wonderful to have the opportunity to provide the service and support to clients in a firm that values mutual trust, integrity and respect.
On the personal side, I have two grown children and enjoy the great Colorado outdoors, bowling, and reading.
Education and Credentials
- Florida Atlantic University, Bachelor of Business Administration