

Focus Areas
- LGBTQ+ Finances
- Domestic Partner Finances
- Teachers and Professors
- Retirement Savings Strategies
- Retirement Income Strategies
Focus Areas
- LGBTQ+ Finances
- Domestic Partner Finances
- Teachers and Professors
- Retirement Savings Strategies
- Retirement Income Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Archery
- Art Museums
- Cooking
- Golfing
- Tai Chi
Team Members
Julia ShawBranch Office AdministratorFPQP®
Amy RosenbergBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00AM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(303) 657-1154Fax
(877) 222-0493Office Address
8825 Eaton StWestminster, CO 80031opens in a new window
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