Experience

Planning Zoo

• Financial Services
• 1 - 100 Employee

• Co-Founder

  • Jun 2022 - Present

  Nurturing the financial planning profession by providing data entry services for growing firms and experience for new planners.



Delegated Planning, LLC

• Financial Services

• Owner/Principal

  • Jul 2011 - Present

  Denver, CO Delegated Planning offers financial advisors the ability to outsource some or all of the work involved in creating and maintaining clients' financial plans. Our education, experience and expertise provide confidence that the analyses are accurate and complete, with minimal involvement. Because we work with many advisors across the nation, we are exposed to a variety of approaches to planning as well as multiple software programs. This allows us to provide guidance in developing efficient… Show more Delegated Planning offers financial advisors the ability to outsource some or all of the work involved in creating and maintaining clients' financial plans. Our education, experience and expertise provide confidence that the analyses are accurate and complete, with minimal involvement. Because we work with many advisors across the nation, we are exposed to a variety of approaches to planning as well as multiple software programs. This allows us to provide guidance in developing efficient processes while remaining within your style of planning. Check out our website at www.DelegatedPlanning.com. Show less


Chesney & Company, Inc.
• United States
• 1 - 100 Employee
• Financial Planning Specialist

  • May 2005 - Jun 2011


Mike Guess & Associates

• Financial Representative

  • Jul 2003 - May 2005

  Denver, CO



Allmerica Financial/VeraVest Investments, Inc.

• Financial Planning Manager

  • Jan 1999 - Jul 2003

  Denver, CO



Pershing, a BNY Mellon company

• United States
• Investment Banking
• 1 - 100 Employee

• Retirement Plan Specialist

  • Sep 1997 - Sep 1998

  Jersey City, NJ