"If I can say the leadership is not in line with my core values, then there is no amount of money, there is no platform I wouldn't jump off." Stephen … Read More →
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The financial world can feel overwhelming and complex — taxes, accounting, investments, insurance, business. For most people they would benefit from having an ongoing relationship with a financial expert who is able to address every aspect of their personal finances and business affairs. As a Certified Financial Planner™ and business owner myself I can do exactly that. And if I personally don't have the answer, my team of world class experts will. As I always say, "if it has to do with money, I can help take care of that."Learn More →
The combination of being a former professional athlete & financial expert uniquely qualifies me to help you convert you career earnings into a legacy of financial freedom. Learn More →
Do your needs go beyond personal questions and all your financial decisions are intertwined between you and your business? I understand and can help. Learn More →
Life brings many changes—in the economy, your career, health status, births and deaths. Working with a financial expert who knows your history, priorities and financial situation is invaluable when important decisions need to be made. Learn More →
You are no longer limited to working with someone based solely on the fact that you live in the same town. You now get to choose the absolute best financial professional for you, based on what they can provide, and not based on where you happen to be on a map.Many of my clients are local to Scottsdale, Denver or Los Angeles (where I have offices) – but many are from all over the U.S. and we work together virtually.