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You didn’t build your business or career by accident. So why leave your financial future to guesswork, product pitches, or outdated information? I’m a Marine Corps and Army veteran turned financial professional based in Colorado but serving clients across the U.S. virtually - helping business owners, high-income earners, and fellow veterans build purposeful wealth. Through tax-focused strategies, I help clients: 🔹 Reduce unnecessary tax exposure 🔹 Create sustainable, liquid cash flow 🔹 Safeguard business, family, and legacy 🔹 Gain clarity around retirement and succession I serve with a holistic mindset—combining insurance, investments, business strategy, and legacy alignment into one adaptive strategy. If you’ve done “all the right things” but still feel uncertain whether your plan is built to last, let’s talk. Schedule a complimentary, no-obligation second-opinion review. DM me “Plan,” or connect to start the conversation. I am licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 2000 South Colorado Boulevard Tower 2 Suite 1175 Denver, CO 80222 Ph: 720.793.2234 Text: 720.599.2323 CA License: 4392569
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