Position:
Advisor at Life Certain Wealth Strategies, LLC
Work:
Life Certain Wealth Strategies, LLC
- Denver since Mar 2012
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Advisor
Allstate Financial
- Dever, Colorado Mar 2002 - Mar 2012
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Financial Specialist / Agency Owner
Cisco Systems / Sprint/ Link America
Sep 1991 - May 2001
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Sales
Education:
Western Illinois University Illinois 1984 - 1988
BS Degree, Marketing
Skills:
Finance, Investments, Competitive Analysis, Leadership, Retirement Planning, Fixed Annuities, Retirement, Sales, Mergers, Start-ups, Business Planning, Management, Insurance, Securities, Financial Analysis, Training, Business Strategy, Wealth Management Services, Strategic Financial Planning, Small Business, Series 6, IRAs, Mutual Funds, Loans, Life Insurance, Long-term Care, Disability Insurance, Mergers & Acquisitions, Series 63, FINRA, Portfolio Management, Mortgage Lending, Investment Strategies, Series 7, Wealth, 401k