Specializes in insurance as part of a comprehensive financial strategy, executive business strategy or benefit plan.
Prior to becoming Firm Principal of MSW – Partner of Stone Financial Group – Denver Office. Northwestern Mutual and Wealth Strategies Group, LLC, an affiliate of the Guardian Life Insurance Company of America. Registered Representative with Kestra Investment Servicse, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC
Graduate of the University of Denver, BSBA degree in Business Economics with an emphasis on international financial markets