California Life Insurance License
Contact detailsPhone: 515.306.9147
I became a financial advisor after spending almost 4 years working for financial companies talking to clients who had no idea what product they had bought (and hadn’t heard from the advisor since they bought the product) and also speaking with advisors who had no idea how the product they were selling even worked. My parents fell into both categories. They had investments but their advisor only contacted them every year or two and they really had no knowledge of how their investments worked. I made sure to change that.
I pride myself on having great communication with my clients and educating people about how things work (like mutual funds, life insurance, etc.) It’s really not that complicated. It just takes someone sitting down and explaining things face to face in a way that people can understand. I love doing what I do and seeing people not just understand investing but actually get excited about it.
In my free time I enjoy doing everything Denver has to offer which includes golfing, camping, hiking, basketball, tennis, running 1/2 marathon and marathons, softball and going to as many Rockies games as I can.