Guided Portfolio Manager
Suite 2800
Denver, CO 80202
toll free: 800-477-3041
fax: 303-825-4407
- Bachelor of Arts - History & Political Science
University of Colorado
Boulder, CO - Masters of Public Administration
University of Colorado
Boulder, CO - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health & Long Term Care Insurance Licensed
- 2006 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Guided Portfolio Manager
Denver, CO - 2001 - 2006: CareerLab
Denver, CO - 1976 - 1998: Farmer's Insurance Group
Denver, CO
- Asset Management
- Wealth Management
- Financial Planning
- Fixed Income
- Retirement Planning
- 529 Plans
- Qualified Retirement Plans
- Municipal Bonds
- Long Term Care Insurance
- Business Planning
- Education Planning
- Exchange Traded Funds
- Annuities
- Life Insurance
- Estate Planning
- Business Succession Planning
- Professional Portfolio Management
- Structured Products
- 401k Rollovers
- University of Colorado Alumni Association
- Former Gold Crown Basketball Coach
- Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
- Too many IRAs? Contact us to help consolidate your retirement plans.
- When the market has a large fluctuation or readjustment, or any time you have a question about market activity, please contact us for market updates and strategies.
Preparing for Your Retirement: Evaluating Savings Strategies and Income Needs (pdf)
Monday Morning Musings (pdf)
Portfolio Strategist Digest (pdf)

