Currently registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor Pursuant to Section 203 of the Investment Advisors Act of 1940.
Awarded the Certified Financial Planner (CFP®) designation in 1985).
Former Public School Administrator(left public education in 1979 to train as an independent financial planner).
Became part owner of Financial Services Network in 1986, a registered Investment Advisor.
Frequent teacher and speaker throughout the Denver Metro area on the subject of Comprehensive Financial Planning.
Contributing writer to financial planning column in the Rocky Mountain News "Working Money" and guest columnist for Stages Magazine published by Fidelity Advisors.
Active in the National and Colorado Society of Certified Financial Planners™, past President of the Colorado Society of CFP's®, and recently elected to the National Board of Directors for the Institute of Certified Financial Planners™.
NASD License's include Series 6, 7, 22, 24, 63.
Certified General Securities Principal (Branch Manager).