Financial Planning Associate
Suite 2800
Denver, CO 72212
toll free: 800-477-3041
fax: 303-572-4858
- UALR Alumni Association
- Association of Professional Ball Players of America
- Financial Planning Association
- Arkansas Historic Museum
- BA - Finance
Arkansas Little Rock
Little Rock, AR - Financial Planning Associate Designation
Smith Barney - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life & Annuity Insurance Licensed
- Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Associate
Denver, CO
- Lending Services
- 401k Rollovers
- Qualified Retirement Plans
- Fixed Income
- Wealth Management
- Financial Planning
- Education Planning
- Municipal Bonds
- Estate Planning
- Certificates of Deposit
- Alternative Investments
- Life Insurance
- Annuities
- As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.
- Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
- As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
On the Markets (pdf)
401(k) Plan Sponsor: 404(c): Good Offense, Good Defense? (pdf)
Portfolio Strategist - A Weekly Guide for Investors (pdf)

