Experience

AUCTORIS - Architects of Wealth Preservation Strategies

• United States
• Insurance
• 1 - 100 Employee

• Financial Professional

  • Nov 2022 - Present

  As a Financial Professional at Auctoris and The Madison Group, I enjoy working with philanthropic families and business owners to guide them on their options and decisions related to financial strategies using non-variable Life Insurance, Annuities, Income Protection, and Long-Term Care (LTC).

• Business Development Director

  • Oct 2016 - Present

  Builds external relationships and educates top global advisor and their clients on wealth preservation strategies for taxable estates, securing family legacies and sustaining privately held businesses. Strategy, brand management, web design, social media management, market research, administration of referral programs, and firm awareness in the markets served. For over 40 years, AUCTORIS has been working with high net worth families and business owners planning for the efficient transfer of wealth to successor generations and philanthropic organizations.AUCTORIS [Latin]: Originators, architects, doers; those who give things completeness and efficient form.www.auctoris.comSocial Media Disclosure: http://auctoris.com/contact/social-media-disclosure Show less



The Madison Group, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Financial Professional

  • Nov 2022 - Present

  As a Financial Professional at Auctoris and The Madison Group, I enjoy working with philanthropic families and business owners to guide them on their options and decisions related to financial strategies using non-variable Life Insurance, Annuities, Income Protection, and Long-Term Care (LTC). As a Financial Professional at Auctoris and The Madison Group, I enjoy working with philanthropic families and business owners to guide them on their options and decisions related to financial strategies using non-variable Life Insurance, Annuities, Income Protection, and Long-Term Care (LTC).



Conscious Business Connections

• Civic and Social Organizations

• Founder & CEO

  • Mar 2021 - Present

  Mission To educate, empower, and influence business people around the world to lead in a more conscious manner – serving people, planet, profit and self. Vision By fulfilling our mission, individuals and businesses will thrive, creating a more joyful, harmonious and sustainable world for the greater good of all humanity. Core Values Integrity, Altruism, Unity, Contribution, Curiosity, Abundance, Forgiveness and Love www.consciousbusinessconnections.org Mission To educate, empower, and influence business people around the world to lead in a more conscious manner – serving people, planet, profit and self. Vision By fulfilling our mission, individuals and businesses will thrive, creating a more joyful, harmonious and sustainable world for the greater good of all humanity. Core Values Integrity, Altruism, Unity, Contribution, Curiosity, Abundance, Forgiveness and Love www.consciousbusinessconnections.org


The Denver Foundation
• United States
• Non-profit Organization Management
• 1 - 100 Employee
• Professional Advisory Council Member

  • Jan 2021 - Present


Office of Sustainability - City & County of Denver

• Advisory Council Member

  • Jun 2019 - Present

  The Office of Sustainability Advisory Council is a group of volunteers who assist the Office of Sustainability in promoting the sustainability of the City and County of Denver and its community. Non-voting committee member. The Office of Sustainability Advisory Council is a group of volunteers who assist the Office of Sustainability in promoting the sustainability of the City and County of Denver and its community. Non-voting committee member.