Since 1989, I have been assisting high net worth individuals and successful business owners with their financial growth. With the belief that preserving and growing wealth requires sound counsel in a number of areas, I will combine my financial planning expertise with a network of professional resources including accounting, estate planning and investment specialists to serve a broad range of client needs. Through a collaborative process, we work with you as well as your other professional advisers to provide individualized plans that address specific needs and maximize unique opportunities.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Contact info

3003 E Harmony Rd, Fort Collins, CO 80528, USA

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