About Me

 As a CERTIFIED FINANCIAL PLANNER™ practitioner, I  work with individuals, families, and business owners, providing financial planning services and investment advice. My emphasis is on financial planning for transitional life events such as divorce, the loss of a spouse, change in job status (either through retirement or job change), receiving an inheritance, or the sale of a business by a business owner. As a fee based investment advisor, I manage client investment accounts on a daily basis.

In addition to being a CFP® certificant, I am an attorney licensed in the states of Colorado and South Carolina. I also hold the Certified Divorce Financial Analyst (CDFA) designation.I am a member of the following organizations:

•  Colorado Bar Association
• South Carolina Bar Association
• Trusts & Estates Section and Family Law Section of the Colorado Bar  

• ^{Institute of Certified Divorce Financial Analysts}

^{Contact info: (303) 623-9242 or via e-mail}