Experience

Gold Medal Waters

• United States
• Financial Services
• 1 - 100 Employee

• Of Counsel

  • Feb 2018 - Present

  Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. While not all of our clients are doctors, the majority of our clients come to us from the medical field due to our experience working with high incomes and our deep understanding of strategic benefit and retirement options for physicians. Areas Where We Can Help​: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving CERTIFIED FINANCIAL PLANNER™ Accredited Estate Planner® Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (“RIA”) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States. We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Show less



Gold Medal Waters

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Manager

  • Sep 2009 - Dec 2017



World Equity Group

• Registered Representative

  • 2002 - Oct 2009

  Successful financial planning provides peace of mind for my clients. As a former teacher, I work to ensure that every aspect of a client's financial plan and the investments involved are clearly understood. I thoroughly explain the choices and help my clients find a solution that best fits their needs, goals, and risk tolerence. As a Certified Financial Planner, I provide unbiased financial advice, objective investments to fit your needs while continuous monitoring and reporting of your portfolio. There is no high-pressure sales environment. World Equity Group is a fee-based Registered Investment Advisory firm, with access to all types of investment vehicles. I will also coordinate your specific situation with outside professionals as needed. This approachable style and level of service works well with my area of expertise in retirement planning, in particular small businesses and women in transition. I guide my clients to make decisions and take action on their finances. By not taking action, you can miss an opportunity to become financially independent. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 2000 - 2002

  Registered Representative; opened active office in Palatine, IL Offered a full line of securities and financial products. Registered Representative; opened active office in Palatine, IL Offered a full line of securities and financial products.



Prudential Properties Northwest

• Owner/ Relocation Coordinator

  • 1982 - 1999