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!