Team Professional Bio
See below for our team’s combined designations and professional accolades.
Professional Designations & Education

CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate
Wealth Management Certified Professional (WMCP®)
Retirement Income Certified Professional (RICP®)
Certified Divorce Financial Analyst (CDFA®)
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
FINRA (Financial Industry Regulatory Authority) series 6, 7, 9, 10, 63, and 65 certifications and insurance licensed in over 20 states across the US.
Personal Education
Colorado College
- Economics and Business
Colorado State University
- Business Administration and Corporate Finance
- Finance and Personal Financial Planning
- Human Development & Family Studies
- Minor in Business Administration
Metropolitan State University of Denver
- Marketing
Red Rocks Community College
- Certified Medical Assistant
State University of New York at Geneseo
- Business Administration and Math
University of Colorado Boulder
- Marketing