NEW YORK LIFE INSURANCE COMPANY

I teach and educate a wealth accumulation system that, in my professional opinion, is the single greatest thing since the invention of the 401(k) or the IRA. So much so, I believe people are making financial decisions on a tax code that is over thirty years old. We help to reduce and minimize tax liability now and in retirement. I'm passionate about going above and beyond for my clients and making the experience fun. To me, it's not just an advisor-client relationship, it's a friendship.

Also known as: Summit Financial Solutions

Primary location: Broomfield United States