Work
Parsonex Multi-Branch Manager
"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
- 29 years in the financial services industry
- Multi-Branch Manager with Parsonex Financial Services
- Founding Partner
- Investor Advisor
- Securities Principal
- Series 6, 26, 63, 65, life insurance
Connect & Contact
Contact
A list of all the Branches/Franchises that I supervise.
Retirement Income Planning
Guiding my Clients to make smart choices about their retirement planning. I do this by making a complex subject, simple.
- My investment philosophy is based upon the teachings of Nick Murray.
- A list of the best books on financial planning.
Get the book here.
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.
Check out my free and anonymous app for Financial Advisors. New daily content, hints, tips and training. Works on all phone and browsers. daily.AdvisorFirst.org
Achievements
Seven Seals Award from National Guard
Toastmasters Awards
(Distinguished Area Governor 2002-2003)
Parsonex & AdvisorFirst Events
Securities offered by Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway Suite 110 Englewood, CO 80112 United States. 303-662-8700