M Award Recipient. I've always known that I've cared about others and have loved numbers (especially finance), and realized that Private Wealth Management was the best opportunity for me to apply both of my passions for numbers and people. Worked at an RIA in Denver in 2023 before I moved to GDS following graduation in 2024.
What am I doing – describe your current role and objectives:
I'm a financial planner at GDS Wealth Management, a Forbes Best-in-State team of Fee-Only advisors who specialize in holistic financial planning and high net worth and successful individuals. We help our clients not just with investments; we focus on the big picture, like evaluating certain tax strategies as tax laws change, estate and legacy planning, and retirement planning.
Connections trying to make:
I'm looking to get connected with business owners, young entrepreneurs, high income earners, and other young professionals. Always happy to meet another mustang!
