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Providing wealth management and investment planning needs for high networth individuals. Clientele include retirees, professionals, small business owners and non-profit organizations. Work closely with clients to design, implement, and monitor their investment plans. This information is intended for use only by residents of, AL, AZ, AR, CA, CO, FL, GA, HI, IA, IL, KS, MD, MI, MO, NC, ND, NE, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WY. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Regional Sales Representative for Wirehouses, Regional, and Bank firms in Colorado, Utah, New Mexico, Wyoming, and Montana. Responsible for providing sales in mutual funds, retirements plans, and annuities in the Scudder Investments and Deutsche Bank line of products.
- Mutual Funds
- Small Business
- Retirement Planning
- 401k Rollovers
- Financial Advisory
- Fixed Income Strategies
- Wealth Preservation...
- Fixed Annuities
- Investment Advisory
- Asset Allocation
- Fly Fishing,
- Mountain Biking,
- and spending time with my wife and kids.
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