Position:
WEALTH MANAGEMENT ADVISOR at TIAA-CREF
Work:
TIAA-CREF
- Denver since Dec 2004
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WEALTH MANAGEMENT ADVISOR
TIAA-CREF
May 2000 - Dec 2004
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Individual Telephone Consultant
Avco Financial Service
Jan 1998 - Jan 2000
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Assistant Manager
Northern Financial Group
Jan 1996 - Dec 1997
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Insurance Agent and Investment Broker
Education:
College for Financial Planning 2002 - 2008
AWMA, CRPC, CRPS, Financial Planning
The American College 2002 - 2005
AWMA, CRPC, CRPS, Financial Planning
Northern Arizona University, College of Business Administration 1984 - 1988
Bachelor of Science, Business Administration, Business Marketing and Management
Castleton State College 1983 - 1984
Northwood School 1979 - 1983
Skills:
Series 7, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Investments, Uniform Combined State Law, Series 63, Mutual Funds, Estate Planning, Strategic Financial Planning, 401k
Interests:
Financial Planning, Equity Markets, Estate Planning, My Family, Endurance and Ultra Endurance Athletics, The French and Indian War, Spending Time Out Doors, The High Mountains.
Honor & Awards:
Recognized by TIAA-CREF for "Delivering Industry Distinctive Value" by partnering with our corporate partners and solidifying a major institutions commitment to our business.
Invited to dinner with President and CEO of TIAA-CREF, Roger Ferguson and recognize for outstanding contribution to the organization.