As a Financial Professional, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2024. After 18 years working in the Federal Service at the US Department of Homeland Security, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.
You can take comfort in the fact that I have been a proud resident Colorado for 5 plus years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of a 1 year old daughter, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.
Of course, my background isn't really the one that matters. To be the best possible advisor, I've found that getting to know my clients—their hopes, dreams and goals for the future—is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.