Financial Planning Specialist
Suite 2800
Denver, CO 80202
toll free: 800-477-3041
fax: 303-825-4407
- ArtReach Denver
President
Executive Board - Colorado Ram Hockey Group-Founding Member
- Colorado State University Alumini Association
- Bachelor of Arts - Economics, 1992
Colorado State University
Fort Collins, CO - Series 7 - General Securities License
- Series 66 - Combined Uniform State & Investment Advisory Agent Exam
- Life & Health Insurance Licensed
- Variable Products
- 529 Plans
- Alternative Investments
- Asset Management
- Cash Management
- Financial Planning
- Lending Services
- Long Term Care Insurance
- Wealth Management
- Present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Denver, CO
- For the latest news and reports on market volatility, see Special Reports.
- Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
- 529 Plans. Need help understanding how they can assist the educational future of your child or grandchild? For answers to your questions, please call or e-mail me.
How You Can Survive a Layoff (pdf)
Making Plans: The Value of Financial Planning (pdf)

