Thirty-two years’ active portfolio management experience with twenty-eight years as an Investment Advisor Representative and Certified Financial Planner Professional. Twenty-two year’s offering tax preparation for individuals and small business trusts, and estates.
CFP® - Certified Financial Planner™ Practioner- Denver, CO.
CWS® - Certified Wealth Strategist™ - University of Texas.
EA - Enrolled Agent – Dept. of the Treasury Internal Revenue Service.
BS - Business Administration - University of Phoenix.
Certificate – Applied Behavioral Finance – Cannon Financial Institute.
CA Insurance License # 0766245
FINRA Series 6, 7, 22, 24, 63, 65