My passion is helping my clients navigate the complicated subject of Investing and Planning strategies. I take a lot of pride in making sure my clients receive excellent service and well thought out advice. My work tends to be very analytical, strategic, and creative when it comes to building a well diversified portfolio. I love what I do. I have the opportunity to work with incredible people everyday to help them achieve their financial goals which in turn helps them work toward their life goals; what a gratifying feeling. I've made a lot of good friends along the way as well. My team's top priority is to always put our client's interests first. We work mostly with affluent investors and their families. This includes both retired and pre-retired individuals. We also work with many small business owners and their retirements needs. My process when working with my clients involves: 1) Establishing Objectives 2) Setting Strategy or Risk 3) Implementing Strategies 4) Reviewing the Progress Outside of work, my family means everything to me. I have been blessed with 3 beautiful children. I never knew how special life could be until I held my newborns in my arms for the first time. I carry my intensity for life to sports. I feel most calm when I am skiing down a steep hill in the mountains of New Mexico and Colorado or riding my motorcycle through some curvy mountain roads. Per compliance: This information is intended for use only by residents of: AR, AZ, CA, CO, CT, DC,FL, IA, ID, IL, IN, LA, KS, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. 