DISTINCT CAPABILITIES AND KNOWLEDGE

• Comprehensive Wealth Management
• Tax Minimization Strategies and Estate Analysis
• Exit Planning Strategies for Business Owners
• Investment Planning

IMPORTANT QUALIFICATIONS

• Master of Real Estate and Construction Management,
  University of Denver, 1997
• MBA, Operations Management, Indiana University, 1994
• B.A., Finance, Midwestern State University, 1987
• NASD Series 7 (General Securities) and 65 (Investment Advisor) Registrations
• CLTC

OUTSTANDING ACHIEVEMENTS

• Co-Founder, Madison Financial Partners
• Exit Planning Strategies Spokesman
• Business Enterprise Institute, Member
• DU, Academic Fraternity, International Honor Society, Sigma Lambda Chi

AFFILIATIONS AND INTERESTS

• Colorado Cancer Research Program, Board Member
• CAPA Member
• ASA Member, Co-Chair of Awards Committee
• IEC Member