Family Life Services Jan 2010 - Jan 2015
Board Member, President, Treasurer
Summit Wealth Group Jan 2010 - Jan 2015
Partner Cfpâ , Aifâ
Masergy Apr 2000 - Jul 2002
Sales Executive
Aduronet Jun 2000 - Jan 2001
Us Sales Director
At&T Nov 1993 - Jun 2000
Sales and Marketing, Wireless and Data
Education:
University of Northern Colorado 1989 - 1993
Bachelors, Business
Doherty High School 1986 - 1988
Skills:
Retirement Planning Financial Planning Investments Tax Insurance Wealth Management Wealth Accumulation Retirement Income Planning Strategic Financial Planning Financial Goals Wealth Management Services Small Business Asset Allocation Fixed Annuities Securities Mutual Funds Financial Services 401K Marketing Retirement Investment Advisory Estate Planning Wealth Risk Management Investment Strategies Finance Series 7 Iras Financial Planners Management Strategic Planning Leadership Team Building Public Speaking Sales Customer Service Financial Advisory Business Development Marketing Strategy
Interests:
Children Economic Empowerment
Certifications:
License 144930 Qualified Kingdom Advisor Accredited Investment Fiduciary (Aif®) College of Financial Planning, License 144930 Kingdom Advisors Fi360
Colo Spgs, CORoss, CFP (R) CRPC® and Vice President of Summit Wealth Group is a 30-year Colorado resident. He joined Summit Wealth Group in May 2003 and became a partner in... Ross, CFP (R) CRPC® and Vice President of Summit Wealth Group is a 30-year Colorado resident. He joined Summit Wealth Group in May 2003 and became a partner in March 2006. He specializes in retirement and retirement income planning and focuses on working with pre-retirees and retirees.
Prior...