Professional
Calling oneself a professional doesn't really make one a professional. As a Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.
Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.
Professionally, I graduated from the University of Virginia with a degree in Systems Engineering before moving to Boulder, Colorado. Before joining Northwestern Mutual, I worked in the Engineering profession for many years and earned my MBA from University of Colorado, Boulder.
I have been honored as an emerging leader in Boulder County by recently being named a winner of Boulder County Business Report's 2011 Forty Under 40.
I have earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), and Certified in Long-Term Care (CLTC) designations. I am a qualifying member of Member of the Million Dollar Round Table (MDRT) and National Association of Insurance and Financial Advisors (NAIFA).
Thank You!
Awards and Recognition
Million Dollar Round Table Qualifying Member 2012, 2014
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2009
Award recognizing persistency and performance