Firm Start Year

CRD#

• 4685581

Firm CRD#

• 152366

Years of Experience in Financial Services

• 21

Number of Years with Current Firm

• 12

Work with the following types of clients

• Individual Investors, Businesses

Advisory Services Provided

• 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Registered Investment Advisor

• Yes

Investment Advisor Representative

• Yes

Acknowledged fiduciary

• Yes

Compliance Disclosures in Last 5 years

• I have a clean record

Criminal Disclosures in Last 5 years

• I have a clean record

Certifications, Accreditations & Designations

• CFP^®, CFA^®, CKA^®

Firm's Number of Managed Clients

• 120

Assets Managed by Firm

• 80,000,000

Fee Structure

• Fee-Only

Minimum Portfolio Size for New Managed Accounts

• $1,000,000

Compensation Methods

• Based on Assets, Flat Fee

Bachelors of Science -

• University of Colorado
  08/01/1996 - 05/01/2000