Experience

Wealth Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Financial Professional

  • Aug 2021 - Present



Resilient Financial

• Monument, Colorado

• Financial Advisor

  • Mar 2016 - Aug 2021



Mountain Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor

  • Jan 2015 - Feb 2016

  My responsibility is to educate you and impact your decision making. Each time we meet, if you learn something new then you commit to move forward. If not, you have the right to move on without us. Four basic principles we follow when working with you: Increase your money supply Create more and better benefits Reduce the element of risk and future taxes Accomplish all this without spending one more dime than you are already spending My responsibility is to educate you and impact your decision making. Each time we meet, if you learn something new then you commit to move forward. If not, you have the right to move on without us. Four basic principles we follow when working with you: Increase your money supply Create more and better benefits Reduce the element of risk and future taxes Accomplish all this without spending one more dime than you are already spending



Transamerica Financial Advisors, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Investment Advisor Representative

  • Nov 2010 - Dec 2014

  Focuses on Retirement Income Specialist, 401k & IRA Rollovers, Pension Plans, Wealth Management Focuses on Retirement Income Specialist, 401k & IRA Rollovers, Pension Plans, Wealth Management



Mango Mortgage Corporation

• Financial Services
• 1 - 100 Employee

• Mortgage Adivsor

  • Jan 2009 - Mar 2012



Blackstone Financial Group Corporation

• Greater Denver Area

• Mortgage Adivsor

  • Jan 2007 - Dec 2009



Saddlebrook Financial Group, LLC

• Mortgage Adivsor

  • Jan 2001 - Dec 2006