Categories
Financial Planning
Hours:
Monday through Friday 8am-7pm, Saturday & Sunday by appointtment
Driving Directions:
Located in The Sherman at 1st and G Street. Happy to meet in person, via Zoom or by phone.
About Us
Back in middle school, my mom and I had a conversation about careers. I asked her about going to college vs. having a grounds maintenance company like my dad. She explained, “One is utilizing your mind, the other is working with your hands. Both are equally valued, both are different ways to be productive.”
I chose college. I worked my way through school at CU Denver, receiving a bachelor’s in finance. I also completed my Masters Degree in Organizational Leadership and Strategic Business Management at Regis University. Each educational step was designed to enhance my dedication to integrating investment procedures that best protect assets.
I chose to continue my passion and work directly with individuals, small business owners and retirees. I specifically joined the Parsonex team because it allows me the flexibility to best assist you as an investor and to ensure your needs are fully and correctly supported.
- Because of my background and years of involvement in financial planning and investment strategies, I bring wisdom and experience that’s seldom available to individuals and small business owners.
- Working with me, you now have a mentor on your team who has always fostered, developed and monitored the long-term financial goals and commitments of others.
- I take your business and monetary concerns and turn them into opportunities for us to devise strategies that initiate lasting results for both a successful retirement and a thoughtful financial succession strategy.
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