I am a Pueblo native and lifelong resident that is very involved in my community. I am an Ambassador for the Pueblo Great Chamber of Commerce and I am on the Board of the Pueblo Association of Home Builders. I play Piano, Organ and Keyboards in my Church and in classic rock bands. I designed and built a telescope. I enjoy astronomy, high powered rocketry, radio controlled planes, fly fishing and golf. I am most passionate in watching my children grow into adults and watching them compete at varsity levels in high school sports. My family and friends are very important to me; I take pride in my reputation, honesty, ethics and always doing the right thing.
I have been professionally licensed my entire adult life. I was licensed in the Real Estate Business and I was actively selling Real Estate at age 19. In 1980 I obtained my Insurance licenses and I have been licensed in the Insurance industry continuously since then. After 21 years in the Insurance business I became a financial planner. I have 30 years total experience in the Insurance and Financial Planning industries.
My Practice is to assist individual, families and businesses with financial planning to effectively grow and maintain a healthy financial lifestyle. I am very skilled in the areas of investments, retirement plans, insurance, education and estate and tax planning. I also have good working relationships with other professionals such as Accountants and Attorneys to take advantage of their expertise to accomplish the goals important to you.
How I am different
I entered the Financial Planning industry the day before the 9/11 terrorist attacks and my first experience was in markets in very difficult times. I believe that experience gave me a very diverse set of skills regarding, money, markets and emotions. I have learned that people really desire confidence in their current financial picture and in their future. My first approach is education so you have confidence in your financial life. When you are comfortable, we start your individual plan, based on your needs and tolerance to risk. We use time proven and effective methods to manage risk and emotions. All the recommendations I make are based on custom financial principals that are valuable in all market conditions, and are based solely in your best interests.
Securities offered through LPL Financial, Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.
The Investment Center located at Credit Union of Colorado is not a registered broker / dealer and is not affiliated with LPL Financial.