6645 Delmonico Blvd.
Colorado Springs, CO 80919
FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services and products to help you achieve all your financial goals.
Firm Start Year
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I can meet clients in the following ways
Registered Investment Advisor
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
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Insurance and Annuity Licenses
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Minimum Portfolio Size for New Managed Accounts