Join us for a quick one hour meeting to learn more about our organization, the Longmont Chapter, and how being a member will help you accomplish your goals!
- Day: Wednesdays
- Time: 8:00am - 9:15am
Finance has always been intriguing to me; putting your money to work for you, saving and planning for retirement, preparing for education expenses, protecting the things I've worked so hard for, and so on. It is absolutely baffling to me that basic financial fundamentals are not taught as part of traditional education. If there is any good that comes from that, it's that it provides me the opportunity to partner with amazing, goal-focused people and businesses in tailoring strategies to achieve success in each of their own unique situations.
Spending much of my previous career in the auto industry, I was allowed a glimpse into individuals and businesses financials. It was clear that some had a plan and strategy when making significant financial decisions, while most did not. It certainly wasn't due to a lack of desire, but instead that they simply had never been given the tools identify goals and create a plan to be successful. Fortunately, with good intention and a process, anyone can achieve success.
When I'm not working, I enjoy spending time with family and friends. I am blessed with a wonderful wife and three amazing daughters. Early mornings, you can find me at the gym participating in CrossFit workouts. Traveling is also a passion of mine. I'm always fascinated learning about and experiencing different cultures and cuisines around the world. I hope to do much more traveling in the future.