Why I established Integrity First Financial Planning:

  • To guide clients’ success in achieving financial and life goals

  • To deliver qualified advice for a cost-effective fee

  • To advance my clients’ best interest as a fiduciary

  • To provide peace of mind through education and compassionate counsel

Who I am:

  • Built career based on integrity and professionalism

  • Committed to progressive values and guided by faith

  • Passion for helping people grow financial resources for the betterment of their lives and the greater good

Qualifications:

  • CPA 1985, CFP® 1998, PFS 2022 (See Designations Page)

  • Worked for two Registered Investment Advisors – 9 years

  • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming

  • Successful track record growing portfolios for trusted family, friends, and colleagues

What services Integrity First Financial Planning provides:

  • Financial planning – $175/hour

  • Investment management – $2,400 annual minimum, .50% assets to $1M, .30% over $1M

Services are delivered with:

  • Integrity first and foremost

  • True independence and fee transparency (no commissions)

  • Simplicity and efficiency (paperless with no formal office)

  • Best in class research and tools

  • A sense of humor

Safe and Secure:

  • Integrity First Financial Planning maintains no possession of client funds or securities

  • Registered Investment Advisor (Colorado Division of Securities)

  • Broker/Custodian: Altruist Financial LLC

    • member FINRA/SPIC (Securities Investor Protection Corp)

  • Securities clearing and custody provided by: Apex Clearing Corporation