I have been married to my lovely wife Karen since 1988. We have three boys, two of whom are in college at CSU & Baylor and one who lives in Colorado Springs who works for a well-known home builder. Karen has been a full-time homemaker since 1990, and she is really good at it. We both love to entertain guests at our home.
My full-time vocation is a Certified Financial Planner, with an independent financial planning firm, Seamount Financial Group, Inc. I have been with Seamount since 1997 and assist clients with their personal and small business financial planning needs. I hold several registrations, including Series 7, 24, 63, & 65. I am a Registered Securities Representative, a General Securities Principal and a Licensed Life Insurance agent (CO License #283374). I received a degree from California State University, Fullerton, with Bachelors degree in Finance. Specialties Include: Comprehensive Financial Planning, Investment Strategies, Retirement Income Planning, Education Funding Solutions, Asset Allocation and Management, Risk Management, Portfolio Analysis & Insurance Planning. (www.seamountfinancial.com)
Karen and I have a passion for working with and advising young couples and are both involved with a ministry called Authentic Intimacy. I am currently on the board and serve as the treasurer. (www.authenticintimacy.org)
I am also a director on the board of The Arbors at Mountain Shadows HOA. My additional role is in charge of community landscaping. (www.arborsatmountainshadows.com)
I am a member of S CoVelo cycling team and lead group rides throughout the summer partnering with Criterium bike shop. (www.socovelo.com)
Some other activities I enjoy include: leading men at New Life church through studies, road and mountain biking, commute to work on my bike year-round as long as it’s not icy and above 25o, ride a tandem bike with my wife, hiking, skiing, camping and reading.
I hope to bring to CONO some financial expertise as well as connections with the several areas I am involved in. I have a large network of professionals, both business and personal relationships, that I believe could help CONO in achieving a wider reach throughout Colorado Springs. I look forward to partnering with you all should you desire to have me join you on the board of directors.
Because I am a securities professional and discussed my vocation, I have to include the following:
Securities and Investment Advisory Services offered through H. Beck Inc., Member FINRA (www.FINRA.org), SIPC (www.SIPC.com) Investment Advisory Services offered through Seamount Financial Group, Inc.
Seamount Financial Group, Inc.and H.Beck Inc. are not affiliated.
90 South Cascade Ave, Suite 1140
Colorado Springs, CO 80903
Registered to sell securities in the following states:CO AZ, CA, FL, GA, KS, LA, MA, MD. MI, NC, NM, OK, OR, TX, UT, VA, WA. Licensed to sell insurance in CO, CA, MA, UT, OR, & FL. This is not an offer or solicitation in any other state where I am not licensed and registered.
Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness.
This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.
Celebrating 41 Years!
Office Telephone: 719-471-3105
Office Fax: 719-471-3168
Address: 309 S. Cascade Ave, Colorado Springs, CO 80903
Monthly Neighborhood Roundtable:
June 14, 5-6;30pm
5-5:30- Social half hour with CSPD & CSFD
5:30-6- Roundtable updates
6-6:30- Insurance Counseling 101
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