With more than 26 years of experience in financial planning and investment management, I have had the privilege of guiding generations of clients through the complexities that accompany wealth. Investing is only a means to an end. Keeping you and your financial future on a steady course means discovering what goals and obstacles you face to achieve what you want to accomplish.
As your life and your needs as an investor evolve, so will your vision for the future. Financial planning, therefore, is not about reaching a destination, but establishing a plan to structure the journey. The process for evaluating financial position is set and the markets will always have their fluctuations and uncertainties. Your financial strategies must be built on what’s important to you, what resources are available and what threats or life transitions could impact all that. Then I can help you build investment, wealth preservation and income strategies that are integrated into your life.
My colleagues and I see building a financial strategy like building a house. Our role is like an architect’s. We endeavor to design for beauty, but also to ensure durability and flexibility, assembling experts when and as needed. These experts may include your attorney, accountant or other trusted advisors. We can also bring quality expertise from Raymond James in a huge variety of specialty areas like trusts, business continuity or philanthropy.
We call our approach the PEAK Process. It embraces planning for life so that your money is there as needed. We address expectations by keeping you informed and keeping the plan relevant to your goals, needs and resources. Together, you and I accept, adapt and adjust your plan as your life requires. Finally, we help you keep on course for the long term. Planning. Expectations, Accept and Adapt. Keep. Just as your life is unique, your plan will also be unique.
I began my career as a senior investment management professional with Morgan Stanley, followed by Smith Barney and, for the past decade, with Raymond James. In 2017, I established Fulcrum Wealth hold a Certified Investment Management Analyst designation (University of Pennsylvania Wharton School of Business), a Certified Financial Planner designation (College for Financial Planning), and a Certified Divorce Financial Analyst designation. I am a lifelong resident of Colorado Springs and serve on several community non-profit boards. I am a member of the Investment Management Consultants Association and the Colorado Springs Estate Planning Council.
Raymond James is not affiliated with and does not endorse the opinions of the above mentioned. Investing involves risk and you may incur a profit or loss, regardless of strategy selected.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.