Community Service Involvement

Foundation for Financial Wellness

Over the past several years, I have been looking for a way to use my financial services experience and expertise to help those impacted by this tough economy. Many people are aware that their finances are causing difficulties in achieving their personal goals, yet they lack the knowledge and healthy financial behaviors to gain control. Not surprisingly, this financial distress is making its way into the workplace; impacting an employer’s bottom line in terms of increased employee absenteeism, and lower productivity among others.

I’m pleased to announce that I was recently awarded the Certified Financial Wellness Educator (CWFE®) designation through the non-profit Foundation for Financial Wellness. Obtaining this nationally recognized designation enables me to teach the Foundation’s Financial Wellness Education Program at employer worksites in the Greater Denver Area.

It can be a real challenge for people to easily access education that teaches financial wellness in a non-solicitous manner. And employers have not traditionally had a cost-effective way to address employee personal finance education beyond the company retirement plan. Now, through the Foundation for Financial Wellness, employers can offer employees an objective, non-solicitous financial wellness education program that complements their existing retirement plan education. Topics covered range from budgeting all the way through estate planning. The program generally available to both employers and employees at no cost.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck