Experience

Latitude Financial Group | World Class Guidance | Financial Outfitting | Securing Income for Life

• United States
• Investment Management
• 1 - 100 Employee

• Certified Financial Planner and Behavioral Financial Advisor

  • Jul 2008 - Present

  We are a full-service financial services firm located in the heart of Denver, Colorado. Our firm's mission is to increase personal and financial latitude for clients through strategic, consultative, and innovative planning. Much of the work we perform for our clients is customized. One example comes through the use of specialized planning called "The Income for Life Model". We are currently accepting qualified clients. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Series 63 held with LPL. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.



Hornor, Townsend & Kent, Inc.

• Certified Financial Planner™

  • May 2004 - Jul 2008



Benefit Management, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor Representative

  • 2002 - 2004



CenturyLink

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Small Business Consultant

  • Mar 2000 - Oct 2001

  This was my first and only experience working in a call center. After completing the training, I was given my very own cubicle (in a sea of cubicles) and a choice of headsets. My first day on the phones was the day the merger/acquisition was completed between USWest and Qwest. Joe Nacchio was the CEO and I had the pleasure of hearing him deliver a corporate report live (he eventually served 6 years in prison for insider trading). I hated this job with a passion. It seemed every single call I handled was from an irate business owner whose phone system hadn't been working for one of a thousand different reasons for several weeks. By the time I answered, they had been transferred by no less than 3 prior departments. I did my best to calm them down so as to understand their situation and needs. Using computer systems that were just one evolution past moving small triangles across the screen, I managed to order service repairs and sold telecom products. Everything is measured in a call center. How long you spend on the phone, how much you sell, how many calls you take, etc... My day never ended on time because I refused to end a call or transfer someone to yet another new department simply to make my numbers look better or make a happy hour (a decision I generally regret). I vividly remember being called into a conference room by my manager and having him scream at me (spit flying and everything) and poke my chest with his finger in my chest once for every 5 minutes that I was late that morning. Eventually they threatened to walk me out if I wouldn't resign. I let them walk me out. Over a decade later I still hadn't done business with the company. They say you can learn something from every job you ever have. I think that's probably true. Qwest taught me that a Dilbert-like corporate environment isn't my jam where a time-based economy rules the day rather than actual results.



Moneyline Mortgage Inc

• United States
• Financial Services

• Loan Officer

  • Jan 1999 - Feb 2000

  This was my first job after graduating with a business degree. The company no longer exists but it was a subprime lender. I worked in the home office and originated loans for a little over a year. The typical client we served had racked-up large credit card balances among other debt. Most of our clients had bad credit because of late or missed payments. Some were on the verge of foreclosure so they badly needed someone to help them. Moneyline's origination points were exorbitant and as soon as I realized what was happening, I began looking for alternative employment. I learned a lot while I worked there, about how to help people desperate for help. It gave me a heart for those who are struggling financially.