Denver Metropolitan Area
I work closely with clients to understand their goals and objectives in order to provide customized holistic advice through an integration of investments, borrowing and estate planning. I joined J.P. Morgan in 1998 in New York City. In addition to New York City, I have worked for J.P. Morgan in Newark, Delaware, Dallas, Texas and Denver, Colorado. From 2012 to 2021 I was the Head of Investments and Advice for the Rockies Region. In this capacity, I managed a team of 14 people across two offices, Denver and Salt Lake City. In addition to this leadership responsibility, I continued to cover client relationships. I have the Series 7, 9, 10, 63 and 65 securities licenses and Colorado life insurance license. I am a CFA Charterholder.