-I am a Christian, a husband, and a father, and these are the three titles I hold most dear
-I am the founder of Metanoia Financial and a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Kingdom Advisor®
-I love people and numbers so I became a financial planner
-I am really into healthy eating and I try not to eat processed foods and added sugars (but I do cheat)
-I used to play "real" sports, but now that I'm older, I play pickleball :)
You've worked hard over the years. Now, you should be rewarded for it, not stressed over every financial decision.
At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life.
We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances.
With us on your team, you can spend less time stressing about money and more time with those you love.
General Information |
| Number of Years with Current Firm: | 12 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management |
Services |
| Investment Types: | Mortgages & Real Estate, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Via Phone, Our Office, Video Conference, Via Email |
Firm Information |
| Firm's Number of Managed Clients: | 120 |
| Assets Managed by Firm: | 80,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Flat Fee, Based on Assets |
Education |
| Bachelors of Science |
University of Colorado
08/01/1996-05/01/2000 |
Faqs |
What are your qualifications? What is your education background?Chartered Financial Analyst® CERTIFIED FINANCIAL PLANNER™ Certified Kingdom Advisor® |
How are you compensated? How will I pay for your services?I'm a fee-only, fiduciary financial planner. I am compensate solely by my clients and don't earn revenue from the sale of products or commissions. Our clients pay an ongoing quarterly retainer and are based on Assets Under Management (AUM). Assets Under Management / Fee Computation First $1,000,000 / 0.25% per quarter (1% per year) Next $2,000,000 / 0.2% per quarter (0.8% per year) Balance above $3,000,000 / 0.15% per quarter (0.6% per year) We can also bill our costs as a fixed, annual retainer for clients who prefer. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No, we work on a discretionary basis so that we can make investment changes, rebalance, liquidate holdings to transfer retirement income, etc. without having to bother you. |
How many clients do you currently manage?80 |
Will you be the only person working with me?No, I have a team that assists me with all of my clients. However, I will be your primary point of contact and present at all of our meetings. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 4:00 PM |
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