With 18 years of experience in wealth management, I value the life-long relationships I build with clients as we work together to protect their families and invest in their future. Our business model at the Flatirons Group communicates how much we value the well-being of each client. We deliver comprehensive financial planning for a flat, transparent fee, along with customized investment advice. Our team will develop a financial plan to help you on your way to a more secure financial future, including determining how much you need for your ideal retirement. Our relationship-focused approach centers on personalized financial guidance, with no investment minimums. In my free time you will find me exploring new cities, skiing, watching basketball, working out at the gym, and most of the time eating healthily.