Additional InformationMy primary focus is helping my clients achieve a peace of mind knowing their money and wealth is being managed in a way that enables them to pursue what is most important to them without having to worry about their financial ability to attain, maintain, and protect that which they are seeking. Whatever it is that you are pursuing, I would love to partner with you or at least point you in the right direction. JWM is an independent, fee-only firm that provides comprehensive financial planning in the following areas: retirement planning including investment and tax planning, cash flow and debt management, education, insurance and even estate planning. I also offer two types of service offerings to fit your situation: (1) One-time project-based plans; and (2) Highly personalized investment management solutions with ongoing financial planning included. To connect, I am happy to meet over the phone, virtually or in-person if you live along the Front Range. I also provide complimentary investment consultations and any recommendations provided are yours to keep even if you decide not to move forward with either service. A little about me: I graduated with a finance degree from the University of Colorado at Boulder. I also have a master’s degree from seminary, and I am a CERTIFIED FINANCIAL PLANNER™ Professional. My wife and I are both Colorado natives and have three young children. When we aren’t running around to sporting events we make we make every effort to enjoy all that Colorado has to offer, especially skiing.
NAPFA Start Date
August 30, 2022