Contact detailsPhone: 720-696-0265
Branch Office: Englewood, CO
My passion is helping individuals and families live a financially secure and confident life, working with you so you can reach your life goals. My only desire is to develop a long term relationship lasting many years from wealth accumulation to distribution.
I am an independent fiduciary advisor. What does this mean? I do not have any conflicts of interest. In fact, myself nor Parsonex do not have any proprietary products. I also do not receive any commissions for selling securities. By law, I am obligated to put your interests ahead of mine, most ‘financial advisors’ cannot say this. I will charge a flat planning fee or a percentage of assets under management for your investments.
I recommend the best strategy for your unique situation. When we sit down and complete a financial plan, there no NO products mentioned. We focus on your current allocations, savings, debt, goals and anything that can impact your long-term financial plan. The next step after the plan is completed is working with you on the investment and wealth management strategy. I invest for the long term based on your risk tolerance.
I use a five-step process that allows us to more comfortably make an educated decision about working together. During this process, I hope that you will come away with a good feel for what it’s like to work with me and what kind of impact that the financial planning process can have on your life. There’s no cost, obligation or hard-sell here. I am not a sales person. This is our opportunity to get to know one another and decide if we can build a long term relationship.
STEP 1: “ARE WE A GOOD FIT?” MEETING
STEP 2: “TELL ME MORE ABOUT YOU” MEETING
STEP 3: ANALYSIS AND RECOMMENDATIONS MEETING
STEP 4: DECIDE IF YOU ARE COMMITTED TO DEVELOP A GREAT LONG TERM RELATIONSHIP
STEP 5: COMPLETE THE PAPERWORK AND GET STARTED
Who Do I Work With??
I can work with anyone. The great thing about my structure and process is it fits any person or age group.