Financial Representative, Theodore Financial Group of the Northwestern Mutual Financial Network
Greater Denver Area
Financial Representative, Theodore Financial Group of the Northwestern Mutual Financial Network
Greater Denver Area
My mission as a Northwestern Mutual Financial Network Representative is to help you identify your current financial picture with your future financial goals. Along with a Network of Specialists, I provide innovative solutions using world-class insurance services and internationally recognized investment products.
As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for myself. Through this, I develops enduring relationships with my clients.
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
Personal Needs Analysis
Business Needs Analysis
Retirement Solutions
In addition to providing advisory services, as a member of the Northwestern Mutual Financial Network I can also offer access to the following products and services:
Wealth Accumulation
Investment Services
Education Funding
Asset & Income Protection
(Privately Held; Financial Services industry)
February 2009 — Present (11 months)
(Financial Services industry)
2006 — Present (3 years )
Economics and Business , 2005 — 2007
Dean's List
Business 2003 — 2005
Recipient of the President's Leadership Scholar Ship, Academic Scholarship, and Athletic Scholarship
I am a Colorado native, born and raised in Denver, CO. I attended Denver South High School and The Colorado College in Colorado Springs. I graduated from Colorado College in May 2007 and returned to make Denver my home. My parents and siblings still reside in the Denver area. I enjoy spending time with friends and family as well as boating and golfing in the summer and skiing in the winter. I was a three-year letter winner as a wide receiver for The Colorado College football team. While serving as a team captin my senior year I was named first team all-conference and led the conference in receiving yards. My passion for team sports continues and I frequently participate in football and basketball.
National Association of Insurance and Financial Advisors (NAIFA)