I am an LPL Financial Planner providing financial services with JBA Wealth Management Group. I help clients (including federal employees) plan for their retirements. I also help clients with their investments, life insurance, and college planning needs. My primary focus is to provide valuable information and guidance to clients, in order to help them reach pursue financial goals in a timely manner while minimizing risk. In February 2016, I became a Certified Financial Planner® and a Chartered Federal Employee Benefits Consultant℠. Prior to becoming an LPL Financial Planner, I was the Office Manager at JBA Wealth Management Group for over a decade. During that time, I earned my Certificate in Paraplanner Development from The American College of Financial Services in August 2013 and in January 2006, I became a partner of JBA Wealth Management Group. In May 2001, I earned my bachelor's degree in Business Administration (Accounting) from Colorado State University. I am dedicated to continuing my education and providing the best possible service to my clients.
JBA Wealth Management Group
Since 1984, we have focused on building a company committed to providing “Best in Class” service from the companies we represent to the clients we serve. Our objective has been to provide support, information and education that is distinctive and beyond that which is expected. We are not here to sell a particular product, but to pinpoint, out of thousands of alternatives, the best options available. We can help review insurance, investments, and other financial products to work towards our clients’ goals.
Licensed in the following states:
Securities: AR, AZ, CO, FL, IL, MT, NC, NE, NM, NY, OH, OK, OR, SD, TX, UT, WA, WY
RIA CO
CFP Board of Standards CFP®
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. CFP® professionals must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP® certification is becoming increasingly recognized.