CA License #0G07972
MY PROFESSIONAL APPROACH
Relationships and understanding drive my client work. I want to help couples and individuals realize their financial dreams and aspirations. It is essential for me to listen and understand my clients´ goals and objectives. Also important is my ability to be able to explain things so that my clients have a clear understanding of their investment plan. I don´t want them to have unanswered questions about their investments.
No two investors are alike – and neither are their financial plans. I work with each client individually – there are no cookie cutter solutions here – to develop an approach that is tailored to fit each client´s unique goals and objectives. Having been in this industry since 1997, I bring the knowledge, perspective, and experience my clients need to help them develop a long-term plan, check on its progress, and make changes if it´s not performing as intended.
I started my financial services career in 1997 after working for several years managing the Swedish Medical Center Foundation, and as a development professional for the University of Denver. I joined Benjamin F. Edwards & Co. because I believed my clients would enjoy the firm and its client-first approach and service orientation.
When I’m not working, I enjoy spending time with my wife Lynn and my two daughters. Together, we like staying active and frequently play tennis or travel to favorite getaways like Cabo San Lucas. In addition, I work out at the gym, swim and bike, and both Lynn and I look forward to taking up golf again now that the children are getting older.
Michigan State University, bachelor´s degree
University of Denver, MBA