Work

Parsonex Branch President

"I want to be happy by doing well by doing good."

"My business should provide an income stream that works without me. Additionally, it should be pleasurable to work in."

"I strive to be a High-Performance Professional."

About Us

  • 31 years in the financial services industry

  • Branch President with Parsonex Financial Services

  • Founding Partner

  • Investment Advisor

  • Securities Principal

  • Series 6, 26, 63, 65, life insurance

Connect & Contact

Retirement Income Planning

mpt Coffee Card

What I Offer (15 slides)

Guiding my Clients to make smart choices about their retirement planning. I do this by making a complex subject, simple.

Income Planning for your Golden Years v25

Income Planning for Retirement presentation

Protection Presentation (Life & Living Trust) v6

Life Insurance & Living Trusts presentation

Have You Ever Wanted to Work For Yourself?

I'm actively looking to hire and develop part-time/full-time Advisors, and help them build a residual-based business.

I have a pretty good track record of developing successful Advisors.

Mentor Card

My "Mentor" slides

Parsonex Business Model v28.6

Our Business Model presentation

Achievements

Securities offered by Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway Suite 110 Englewood, CO 80112 United States. 303-662-8700