I’m often asked the question, “What drove you to become one of Denver’s top financial advisors?” and my answer to everyone is that my personal life experiences have led me down this path. Growing up I watched my father, a successful business owner, make poor financial choices and take bad advice regarding investments.
At the age of 18, my father passed away, leaving my mother widowed with four young children under the age of 18. Being the oldest, I immediately inherited a sense of responsibility and determination to take care of my mother and my siblings. This sense of responsibility led me down my future career path to provide financial planning strategies to all those I can.
Rather than let this difficult and challenging experience push me down, it became my call to action. I attended the University of Arizona to study finance and began my lifelong commitment as a financial advisor in the Denver area to help others plan and prepare for their financial future. And so it is with a kind heart and all the knowledge that I possess that I have been serving those for over three decades to save wisely and retire comfortably with dignity.
