Contact detailsPhone: 979-922-9688
Branch Office: Englewood, CO
With over 13 years in the financial industry, I am passionate about helping families plan for income during retirement. I also love to teach, train and mentor new advisors. I take a coaching attitude to a client’s financial planning. At Parsonex, we don’t sell products. The coaching includes a complete road map to your financial future. It’s not about selling something to you, it’s about guiding you and your family to reach your goals and dreams.
MY MAIN FOCUS IS RETIREMENT PLANNING: While there are many different ways to invest, I believe in a long-term approach for the biggest financial challenge… retirement. Pensions are vanishing, social security may not be the answer; which leaves small business owners and individuals increasingly responsible for providing for their own retirement security. My area of expertise in the financial realm is small businesses, farmers and ranchers, and minority owned businesses.
I AM INDEPENDENT: Access to the independent market ensures that Parsonex clients can utilize competitive products in pursuit of their financial goals and dreams.
I BELIEVE IN LIFETIME CLIENT RELATIONSHIP: While being independent is important in allowing me to utilize the most competitive products, the key success factor long-term is a client’s behavior. I believe strong client-advisor relationships can make a big difference in the attainment of long term retirement goals.