I provide comprehensive, fee-only personal financial planning and legal counsel for midlife and beyond. I am a practicing attorney, a Certified Financial Planner, and a Registered Investment Advisor. I am licensed to practice in Colorado, and offer house calls within the Colorado Springs and Denver metro areas. Specialties estate planning, disability planning, special needs planning, elder law, business formation, business succession planning, probate, retirement income planning, Social Security planning, Medicare and Medicaid planning, income tax planning, investment strategies and portfolio analysis, employee benefits, risk management, fraud protection, public speaking and presentations, end of life issues, life planning read more ...
  • insurance
  • mountain biking
  • skiing
  • hiking
  • astronomy
  • 4-wheelers
  • yoga
  • backpacking
  • University Of Illinois At Urbana-champaign
  • College For Financial Planning
  • Pc

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