I passionately believe working in the best interest of our clients is paramount to creating a long-lasting, and mutually successful relationship. My focus with Western Retirement Consultants is to provide highly personalized solutions to help pursue a successful financial future, so that every client can identify, plan, and pursue their goals.
I am a graduate of the University of Colorado at Boulder with a Bachelor of Arts in Communications. I am also a Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®), both issued through the Investments and Wealth Institute.
As a Colorado native and a University of Colorado Alum, I am eternally a Buff's fan. I met my wife, Krista, at CU, and we are still huge fans of CU Athletics. My wife and I also share a love of travel. We have been fortunate enough to visit some incredible destinations; some of my favorites are Spain, Costa Rica, Italy, and Peru. What I find most compelling is that no matter where I travel in the world, I am always reminded of the thread of human connection that flows through us all; we all want to leave the world a little better than when we found it.
If I am not in the office or on a plane, you can find me on the golf course. I started later in life, so my game is still a work in progress, but I enjoy playing often. My most recent trip was to play in Ireland and cannot wait to visit other links courses in Scotland!
Our focus is rooted in engagement and trust we pride ourselves in acting in your best interest and providing quality service.
Our commitment to you:
Prompt and courteous responses to all inquiries
Keep it Simple approach
A high touch service model
Knowledgeable consultants to oversee your Retirement Program and personal planning needs
Confidence regarding your financial situation.
General Information |
| No. of Employees: | 2-4 | |
| Work Experience: | Prior to joining Western Retirement Consultants, I worked for a premier insurance planning firm in the Denver area specializing in Wealth Transfer, Legacy Planning and Philanthropic Funding. I also spent over 12 years at Oppenheimer Funds as a Vice President, and Senior Advisor Consultant specializing in portfolio construction and wealth management strategies. |
| Work with the following types of clients: | Non-Profit Organizations, Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Phone, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Life, Variable Annuity, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
| Hourly Rate: | $200 |
Financial Services |
| Financial Planning for Individuals
You now have a personal Chief Financial Officer to help you and your family with all needs associated with a dollar sign. For a flat annual fee, you are provided a comprehensive financial plan, investment advice across all accounts, comprehensive insurance planning including life, health, long term care, and disability in addition to every unique need you may have. |
| Insurance Planning
This may be one of the most underappreciated segments of planning. We help by discovering not only what amount of coverage is necessary, but also the length of coverage, the flexibility of premiums as well as any income objectives that may be needed. In addition, we evaluate any benefits offered by your company and provide an analysis of your coverage and any gaps that may exist. |
| Education Funding and Planning
Education costs have been rising at a rate that greatly exceeds inflation. This increase in cost has meant that planning for education costs is much more important today than in the past. We can help identify and anticipate which savings plans and strategies meet the education needs and custom tailor the investment planning to match the unique timing requirements of education costs. We also provide strategies and planning for repayment of existing student loans and education related debt. |
| Investment Advice & Management
We provide a comprehensive look at all of your financial accounts and offer recommendations on asset allocation, risk tolerance, and return objectives. This service also includes various tax strategies such as tax loss harvesting, and asset location to ensure that your investments are not causing unnecessary tax costs. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For a list of states in which I am registered to do business, please visit www.wrcwealthadvisory.com. |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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