3900 S. Wadsworth Blvd, Suite 355 Lakewood CO United States 80235
As a Financial Advisor, I manage the financial affairs of individuals, families, physicians, corporate executives and business owners here in Colorado and around the country. It is important for me to understand your goals and what it is you want your money doing for you, whether it's retirement, income, education, 401k options, asset protection strategies or selling a business. With the constant change in laws and regulations, global events, market fluctuations, personal and professional life schedules, it is becoming more and more important that I understand your goals and help guide you through a plan so that you can enjoy the things important to you.
I was born in NY and raised in NJ. I graduated in 1986 from Southern NH University where I played basketball and received a BS degree in Marketing. I moved to Colorado in March, 1987 where I soon met my wife. We were married in 1990 and have 2 adult daughters who are also 5th generation Coloradans. My wife's family history dates back prior to the 1900's in Weld County. In my spare time I enjoy travel, skiing, golf and hiking to name a few.
I joined Edward Jones in Nov 2008 after having been a client for close to 15 years. I feel I bring a unique perspective to my client relationships as I have experienced what it was like having been a client myself.
On a daily basis, I hear first hand what my clients are concerned about, what keeps them up at night and I am grateful for the opportunity to work for them and provide some perspective around those issues. More and more, I hear about how some have cared for a family member, rising healthcare costs and don't want to put their own children through the same stress (emotionally and financially). I can relate to their concerns as my father in law has Alzheimer's and has lived with our family for the past 4 years.
If you would like to talk and share what's important to you and your family, please contact me. I welcome the opportunity to work for you.
www.edwardjones.com for more information.