Professional
Mission
My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.
Background
After starting my career in the accounting world and never quite connecting emotionally to my work, I decided to transition to a role where I can make a difference in someone´s life as opposed to being a cog in a corporate machine.
In addition to the knowledge of accounting and tax codes that I learned throughtout my educational and professional career, I maintain the Chartered Life Underwriter (CLU) designation and Certified Financial Planner™ (CFP®) certification which help me approach my clients from a dynamic needs analysis or planning perspective.
Education
- Master of Accountancy in Accounting and Finance from University of Denver
- Bachelor of Science in Accounting from University of Denver
|
|
