Born and raised in a small town in Eastern Colorado, I am a native of Colorado. My family history shows generations of entrepreneurs in a variety of industries.
I completed my undergraduate degree at Roanoke College in Salem, Virginia. A major in Business Administration with a focus on finance prepared me well for a career in a finance-based industry. While at Roanoke College, I spent a semester studying in London, England at Regent’s College and European Business School. I graduated Magna Cum Laude with Honors......(read more)
As one of the founding partners of Wisdom Wealth Strategies, my goal is to help clients prepare financially for the various stages of life. I specialize in working with families, college planning, and small-business retirement planning.
My financial planning practice is focused on educating my clients in order to create a plan tailored to their specific goals. I believe I can best help clients navigate the financial complexities by building a tailored plan unique to one’s needs throughout all phases of life. Once a customized strategy is in place, clients can rest assured knowing Wisdom Wealth Strategies is keeping their goals on track..... (read more)
I have worked with individuals, people in business and families for many years. My approach has always been comprehensive, as I take into consideration my clients' entire financial condition, including: tax, insurance, estate planning, investments, retirement planning, and cash flow....(read more)
Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC
Wisdom Wealth Strategies and Cadaret, Grant are separate entities.
Representatives are licensed to offer securities in the following states: California, Colorado, Minnesota, Nevada,
New Mexico, Oregon, Texas, and Wyoming. Additional states may be added.