A wealth planning firm specializing in the life planning approach to financial planning.
We are an individualized full-service financial planning firm that works with members of the LGBTQ+ community to magnify their impact and inspire them to live as authentically as they can.
I am an Agent licensed to sell through New York Life Insurance Company Insurance License # 348653 Colorado
No insurance business may be conducted outside the states referenced.
We are authors, bloggers and speakers for Debt Free Guys and hosts of Queer Money. Our mission is to build a financially strong queer community.
Life is diversity. I will help you make sure that your financial goals fit your uniqueness.