| Location: | Denver, CO, 80202 |
| Experience: | 28+ years of experience |
Minimum portfolio requirement
(including stock grants): | At least $500,000 |
| Credentials/Education: |
CFP: Certified Financial Planner
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| Fee structure(s): | Commission
Percentage of assets
Fee only
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| Services offered: | Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
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| Practice and Approach |
I specialize in financial planning for equity compensation. My practice also includes equity compensation
plan administration consulting, plan participant education, communication and asset management,
retirement plan participant education and asset management and corporate cash management. |
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