A Little About Me…
As a Christian, I felt the Lord wanted me to take a step of faith and trust Him. I love helping clients invest. I love hearing their stories. I wanted to be able to help them better and to help them more, so I needed to create the space to do that. I decided the independent financial advisor route would give me the best chance to do that. I can completely customize plans to a client’s own personal situation. I can do it without the pressure of a wire house or full commission brokerage relationship and their goals.
I am free to recommend investments that I deem the most appropriate. In short, I can give clients the most efficient and cost effective investment strategy and customize it as well. I am convinced there are better and less expensive ways to invest that will give us great discipline and diversification at a low cost. When we take this approach together, we can do more good.
My purpose is to help you better prepare for an amazing life and manage your investments to keep you Diversified, Disciplined and Cost Efficient. This helps you and your family navigate the curves in the financial markets. I’ll also encourage and support you in focusing on the people and adventures in your life.
I do this by first developing a financial plan which includes:
- Goals and ideas
- Consolidating accounts that may be scattered around at various providers (Old 401(k)’s or 403(b)’s, IRA’s, investment accounts, stock certificates, etc…)
- Analyzing these accounts, income sources, liabilities and spending needs
- Step-by-step customized recommendations
We will also meet by face, phone, or online meetings quarterly to update this plan as often as necessary to keep you on the right path to get where you would like to go.
Visionary Planning & Investment, LLC is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted.
AAMS (Accredited Asset Management Specialist)
College of Financial Planning, AAMS certificate holder.
Metro State College of Denver, BS Finance 1998.
Most Recent Experience
05/2000 - 01/2017 VP, Financial Consultant, Charles Schwab & Co., Inc.
I consulted approximately 400 households with total client assets exceeding $256million.