Position:
President, Co-founder, at Asset Protect One, Inc
Work:
Asset Protect One, Inc
- Boulder, Co since Jun 2009
-
President, Co-founder,
CoWest Insurance group
Mar 2009 - Sep 2012
-
Agency Principal
Disaboom Inc
May 2008 - Dec 2008
-
Director of Sales
Silver Hill Financial,LLC
2007 - Apr 2008
-
Account Manager
Equifirst
Aug 2006 - Jun 2007
-
Account Executive
peoples choice
2005 - 2006
-
Regional vice President
Finance America
Jul 2000 - Dec 2005
-
Regional Sales Manager
Pacific Thrift and Loan
1996 - 1998
-
Sr Underwriter
Education:
California State University-Fullerton - College of Business and Economics 1984 - 1995
Finance
Skills:
Retirement Planning, Retirement Income Strategies, Retirement Plan Consulting, Succession Planning, Estate Planning, Asset Protection, Annuities, Tax Reduction Strategies, Long Term Care, Investments, Financial Planning, Tax Free Retirement planning, Captives, Wealth Management, Wealth Management Services, Wealth Preservation Planning, Multi-generational wealth transfer, Long-term Care, Financial Planners, Strategic Financial Planning, Insurance, Portfolio Management, Fixed Annuities, Tax, Retirement, 401k, Disability Insurance, Life Insurance
Interests:
Golf, Skiing, Coaching baseball,
Honor & Awards:
Series 65 Licensed and registered as an Independent Advisor representative through Horter Investment Management a Registered investment Advisor.