Experienced financial services professional with a 39 year history in providing exceptional customer service to clients. In retirement, I am looking to continue positive and personal interactions with the public.
Overview
32
32
years of professional experience
Work History
Financial Advisor
Western Financial Services
04.2008 - 12.2025
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
In 2008 I made a shift from financial services in the bank channel, to being an independent financial advisor with Western Financial.
Here, I continued to grow my practice by offering products and services that in part were previously unavailable to me through the bank channels.
After nearly 39 years in the financial services industry, I decided to retire on 12/31/2025.
Financial Advisor
Wells Fargo Investments and Bank of the West Investments
05.1994 - 04.2008
During this time, I assisted bank clients with their investment and financial services needs
I proactively worked with both personal and business bankers with their clients, forming lasting mutually beneficial relationships.
My practice grew tremendously over these years, and I was successful in bringing the vast majority of these clients with me when I transitioned to Western Financial in 2008.
Education
Bachelor of Science - Marketing/Finance
University of Northern Colorado
Greeley, CO
06-1986
Skills
Customer service
Dependability
Communication
Professionalism
Timeline
Financial Advisor
Western Financial Services
04.2008 - 12.2025
Financial Advisor
Wells Fargo Investments and Bank of the West Investments
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