Bio
Experience
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ERSI Wealth Management
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Centennial, Colorado, United States
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Wealth Management Advisor at ERSI Wealth Management
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Jul 2019 - Present
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Centennial, Colorado, United States
The art of exceptional service is the anticipation of needs. At ERSI, our team works together to provide a level of service uncommon in any industry, let alone among wealth management firms. Using a unique team-based model of advisors, ERSI provides exceptional guidance towards understanding fami...
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Life Transition Planners, Inc.
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Littleton, CO
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President, CFP
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Aug 2000 - Jul 2019
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Littleton, CO
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Metropolitan State University of Denver
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Auraria Campus, Denver, CO
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Adjunct Professor
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Nov 2000 - Aug 2016
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Auraria Campus, Denver, CO
Instructor for the courses Investment Planning and Understanding the Financial Calculator in the Personal Financial Planning certificate program
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Registered Representative
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Jan 1999 - Aug 2000
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Registered Representative
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Sep 1996 - Jan 1999
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U.S. Geological Survey (USGS)
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Menlo Park, CA/Puerto Ordaz, Venezuela/Denver, CO
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Research Scientist
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Jul 1985 - Jan 1995
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Menlo Park, CA/Puerto Ordaz, Venezuela/Denver, CO
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Education
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1981 - 1985Oregon State University
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1978 - 1981University of Oregon
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1974 - 1976Colorado State University
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1972 - 1974University of Michigan
Suggested Services
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Industry Focus. “Financial Services”
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References
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