Financial Advisor, CMFC
I help families make informed decisions regarding their money. I do this by empowering them through knowledge and understanding. I believe establishment of clear goals is the first step towards financial independence. My goal for all...
LPL Financial Advisor with MountainTop Financial
I coach families on stewarding resources, empower them by building and managing wealth, and assist them in preserving a legacy. I began my career as a Financial Advisor and I proudly manage my clients' accounts...
LPL Financial Advisor, CPFA
I love being part of the team at MountainTop Financial while working from our new location in Florida. Our plan is to be multiple generational to ensure this practice is around during the next century.
As the newest member of the team, I will be responsible for assisting clients with inputting data and linking accounts to the WealthLink website, which is often used for Financial Planning. I received my Bachelor’s degree in...
Financial Advisor, CFP, AAMS
I am passionate about the life-changing impact that a written financial plan can bring to a family. Through the process of financial planning, I can help families bring their money into alignment with their values, so that each day...
Client Relationship Manager
I am really enjoying working with Pat, Dan, and Alissa. I was born in California and moved to Colorado as an infant. I am married to my handsome husband, who also has the name Dan. We have two girls, Tiana and Daniele, and a dog named...
As an advisor assistant, I am responsible for verifying client data, documenting client interaction, and assisting with the administrative functions of the company. I received my Bachelor's degree in Accounting and Finance from the...