Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
6400 S. FIDDLERS GREEN CIRCLE
GREENWOOD VILLAGE, CO 80111
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As a CERTIFIED FINANCIAL PLANNER™* professional with Merrill Lynch, I provide complimentary speaking engagements on various topics that are designed to provide actionable strategies to help closely-held business owners maximize the value of their companies. In doing so, I strive to help trade associations and accounting firms assist their membership and clients navigate and execute their exit and succession planning strategies. We understand your constituent’s ultimate goal…which is to live the life they want to live and still leave a benefit to their families.
In my spare time, I enjoy Saturday morning runs along the Aurora Reservoir and a round of golf at Blackstone Country Club. I’m proud of being a two-time Marathoner. I enjoyed the discipline and focus required to accomplish that “bucket list” item. As a family, my wife and I enjoy attending events at the Denver Performing Arts Center and local wine tasting events. What we enjoy the most is watching our children do cannonballs in the pool. I am a volunteer and member of the Cherry Creek School District’s Long-Range Planning Committee.
As an event planner, some topics of discussion that your membership or clients may be interested in are i) Maximizing The Value Of Your Business, ii) Making An Exit Plan iii) Pre-Sale Transaction Planning Strategies, iv) Wealth Transfer Planning, v) Help Your Employees Live Their Best Financial Lives vi) Investing Basics, vii) Making The Most Of Your Retirement Assets, viii) Women & Financial Wellness, or ix) Social Security and You.
I have been collaborating with companies and families to help them accomplish their goals since 1994, when I was hired as a Branch Manager Trainee with Beneficial Finance. After completing business school, I joined Bank of America Merrill Lynch’s Commercial Banking Training Program in 1999. In 2015, my family relocated from Atlanta to Denver and currently live in the Southlands area of Aurora.
I have an M.B.A from the Frank G. Zarb School of Business at Hofstra University and a B.A. degree in Psychology from Bloomfield College.
We should talk if:
-You are looking to provide an educational resource to help your members or clients with their exit and succession planning.
-You are looking for a complimentary speaker at your company’s annual strategy retreat.
-You would like to schedule a lunch and learn as part of your financial wellness program for your employees.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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Structured Credit Executive
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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We will work to help you stay on track, regardless of what the markets are doing.