About My Practice
I provide my clients with goal-focused, planning-driven solutions in order to best position them to achieve their most important financial objectives.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: WA, OR, Health/disability insurance: WA, OR, Fixed annuities: WA, OR, Variable annuities: WA, OR
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Investment Fiduciary® (AIF®)
Cetera Advisors, LLC
Advisory services and securities offered through Cetera Advisors LLC, member FINRA/SIPC. 4600 S Syracuse Street, Suite 600, Denver, CO 80237
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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