What I do really well:
I have been providing group education to plan participants and advisors, as well as one-on-one sessions for over 13 years. I have over 28 years of experience in the financial services industry. My areas of expertise include assisting with Estate Planning, Retirement Planning, Investment Analysis, Income Tax Planning, College Planning, Personal Savings, Debt and Budgeting Strategies. I strive to present in an understandable and humorous manner for participants to keep them engaged and inspired.
Why I get up in the morning:
I help plan administrative firms build their business by delivering results-oriented retirement plan solutions for their participants. I believe that together, we create retirement programs for your client(s) that aim to allow: 1) their employees an opportunity to create a sustainable income in retirement; and 2) the employer to operate their plan efficiently.
How I got here:
I am a graduate from the Metropolitan State College of Denver with a Bachelor of Science degree in Finance. I obtained my Master’s Certificate in Financial Planning at the College for Financial Planning. I also have a Master’s degree in Accounting from the Keller Graduate School of Management. I have various Insurance and Investment licenses including Series 7 and 63 registrations held through LPL Financial and Series 66 held through both LPL Financial and MRP. I am a Dave Ramsey Master Financial Coach. I was with Principal Financial Group for 6 years prior to joining MRP in 2017. Currently, I am pursuing a Certified Financial Planner® certification.
Who am I really:
I enjoy giving back to my community through participating in various charitable walks and events, volunteering as a Tax Preparer for the Denver Asset Building Coalition and I am a founding member and on the Advisory and Governance Board for the Puksta Scholarship Foundation. I like to travel, spend time with friends, photography, theater, and prefer vintage and Marvel movies. My son is in his twenties and lives in Atlanta.
Disclosures: LPL Financial and MRP are not affiliated with the Denver Asset Building Coalition, Puksta Scholarship Foundation or Dave Ramsey. Neither LPL or MRP provide tax advice.