Position:
CERTIFIED FINANCIAL PLANNER TM at Prosperion Financial Advisors
Work:
Prosperion Financial Advisors
since Jul 2009
-
CERTIFIED FINANCIAL PLANNER TM
Morgan Stanley Smith Barney
Aug 1998 - Jul 2009
-
Financial Advisor
Education:
California Polytechnic State University-San Luis Obispo 1974 - 1978
BS, Engineering
Skills:
Securities, Strategic Financial Planning, Investment Management, FINRA, Investments, Retirement Planning, Wealth Management, Wealth, Investment Strategies, Financial Planners, Series 7, Investment Advisory, IRAs, Financial Advisory
Interests:
Financial Planning, Investment Management, Playing Acoustic Guitar, Cycling, Skiing
Honor & Awards:
NABCAP Premier Advisors of Colorado 2010
NABCAP Premier Advisors of Colorado 2011
An award based on an evaluation of twenty different practice catagories such as experience, credentials, assets under management, fee structure and philosophy among other factors.