• Attorney licensed by the Colorado Supreme Court to practice law (active registration)
• Juris Doctorate from the University of Denver Sturm College of Law
• Former FINRA licenses Series 7, 63, and 24 and former Colorado life and health insurance license
• Bachelor of Arts in Philosophy from the University of Colorado

• Licensed by the Colorado Supreme Court to practice law (active registration)
• Juris Doctorate from Southern Methodist University
• Bachelor of Arts in Political Science from Western Kentucky University

• Attorney licensed in the State of Connecticut to practice law (active registration)
• Juris Doctorate from Suffolk University Law School
• Bachelor of Arts in Journalism and Communications from the University of Connecticut

• Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  
• Juris Doctorate from University of Denver Sturm College of Law
  
• Bachelor of Arts in Political Science from Fort Lewis College

• 24+ years of Financial Services Industry Experience
• Experience across Banks, Broker-Dealers, and Registered Investment Advisors
• Previously held FINRA Series 7 license and Colorado life and health insurance license

• 15+ years of Financial Services Industry Experience
• 10+ years of partnering with financial advisors to provide planning and investment advice to clients
• Previously held FINRA Series 7 and 66 licenses and Colorado life and health insurance licenses

• Attorney licensed in the State of Indiana to practice law (active registration)
• Juris Doctorate from Indiana University Maurer School of Law
• Bachelor of Arts in History from the University of Rochester

• Attorney licensed by the Colorado Supreme Court to practice law (active registration)
• Juris Doctorate from the University of Denver Sturm College of Law
• Bachelor of Arts in History and Anthropology from the University of Colorado

• Attorney licensed by District of Columbia (active registration)
• Juris Doctorate from Creighton University School of Law
• Bachelor of Science in Political Science from University of Colorado at Boulder

• Attorney licensed by the Florida Supreme Court to practice law (active registration)
• Juris Doctorate from Nova Southeastern University
• Bachelor of Science in Business from the Florida State University

• Attorney licensed by the Washington Supreme Court to practice law (active registration)
• Attorney licensed by the Oregon Supreme Court to practice law (active registration)
• Juris Doctorate from the University of Oregon
• Master of Business Administration (MBA) from University of Oregon
• Bachelor of Science in Political Science and Business Management from East Carolina University

• Attorney licensed by the Michigan Supreme Court to practice law (active registration)
• Juris Doctorate from Michigan State University
• Bachelor of Business Administration in Business Management from Western Michigan University
• Associate of Applied Science in Mortuary Science from Worsham College of Mortuary Science

• Licensed by the North Carolina Supreme Court to practice law (active registration)
• Licensed by the South Carolina Supreme Court to practice law (active registration)
• Juris Doctorate from Charlotte School of Law
• Bachelor of Arts in Communication from College of Charleston

• Attorney licensed by the Colorado Supreme court to practice law (active registration)
• Attorney licensed by the Massachusetts Supreme court to practice law (inactive registration)
• Juris Doctorate from New England Law
• Bachelor of Science in Sociology from Suffolk University

• Attorney licensed by the Colorado Supreme court to practice law (active registration)
• Attorney licensed by the New York Supreme court to practice law (active registration)
• Juris Doctorate from Charlotte School of Law
• New York Supreme Court, Appellate Division Third Judicial Department
• Bachelor of Arts in Criminology from Davis & Elkins College

• Attorney licensed by the Pennsylvania Supreme Court to practice law (active registration)
• Attorney licensed by the Washington DC Supreme Court to practice law (active registration)
• Attorney licensed by the Virginia Supreme Court to practice law (active registration)
• Juris Doctorate from George Washington University
• Bachelor of Science from Villanova University

• Bachelor of Science in Finance and International Business from the University of Colorado
• Bilingual English / Spanish

• Bachelor of Arts in Philosophy from the University of Colorado

• Enrolled Agent
• Bachelor of Arts in Economics from the University of Northern Colorado

• Attorney licensed by the Colorado Supreme Court to practice law (active registration)
• Juris Doctorate from the University of Denver Sturm College of Law
• Master of Business Administration (MBA) with a major in Finance from Keller Graduate School of Management  
• Bachelor of Science in Business Administration (BBA from the University of Minnesota)
• Former FINRA licenses Series 7, 63, and 55 and former L&H license

• Bachelor of Science in Business Administration from the University of Colorado
• Enrolled Agent

The consultation is complimentary, and our services were created exclusively for financial advisors.