I am very blessed to be able to help the people I've cared for over 30 years in the financial service industry.
I quickly identified many clients seeking someone they can trust to assist them with buying or selling a home or purchasing real estate for investment purposes in the state of Colorado. I am pleased to announce that I have partnered with Block Team powered by Work Shop Realty to accomplish this.
I am a Broker Associate and I have held the credentials of Certified Financial Planner, CFP® since 1992.
This is what sets me apart from other investment professionals and real estate brokers. Expertise that can look at your total picture, not just a piece of it.
As a Certified Financial Planner I take a holistic approach encompassing tax strategies, legacy planning, retirement planning and investment planning to the big picture of real estate.