As a Wealth Manager for New West Advisors, I get to do amazing stuff. I tell my 3-year old son that I “save the World” for a living… and I’m starting to believe that someday I might get to wear a cape! For the past 6 years, I have worked to help clients retire from their jobs, put their children through college, save for major purchases, and helped them navigate their business through complex financial decisions. My goal is simple: help as many people as I can, with the knowledge that I gain, before my time in this World is done.
6 years ago, I owned a real estate company and wasn’t sure what to do with my life. I wasn’t happy being an agent and felt that my degree from SMU was not being utilized enough. It was time to make a switch.
Currently, I work with families and business owners to work towards their biggest (and most daunting) financial dreams. It has turned from a job, into a passion. The financial industry is ever-changing, which makes my job crucial. I love learning everything that I can in order to strive to fulfill the needs of my clients.
When I’m not with clients in the office (or on the golf course) I enjoy my time with my family. We enjoy being outdoors in our beautiful state of Colorado. I also spend a fair amount of time trying to stay fit.
If you think I can help you, or have questions, please contact me.
Specialties: planning for retirement, education planning, small business retirement plans, investment strategies, portfolio management, wealth protection, royalty owners, business exit planning, tax reduction strategies
My professional designations:
CRPC® Designation The College for Financial Planning awards the Chartered Retirement Planning Counselor℠ designation to individuals who successfully complete a 11-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
AAMS® Designation The College for Financial Planning awards the Accredited Asset Management Specialist℠ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.