1155 Kelly Johnson Blvd., Suite 400Colorado Springs, CO 80920
Financial Advisor with Waddell & Reed
I help families make informed decisions regarding their money. I do this by empowering them through knowledge and understanding. I believe establishment of clear goals is the first step towards financial independence. My goal for all...
I coach families on stewarding resources, empower them by building and managing wealth, and assist them in preserving a legacy. I began my career as a Financial Advisor with Waddell & Reed in 2010. I proudly manage my clients' accounts...
Operations Coordinator/Insurance Associate
I was born in North Dakota, and tried to get out of the cold as soon as I could. I graduated from Troy University with a double major in General Business Management and Accounting, and a minor in Marketing. I love being part of the...
I am passionate about the life-changing impact that a written financial plan can bring to a family. Through the process of financial planning, I can help families bring their money into alignment with their values, so that each day...
I am really enjoying working with Pat, Dan, and Alissa. I was born in California and moved to Colorado as an infant. I am married to my handsome husband, who also has the name Dan. We have two girls, Tiana and Daniele, and a dog named...