Who We Are
Michael began his investment career in 2003. Born and raised in Loveland, Colorado, he graduated from Colorado State University with a degree in Finance. He provides a foundation for clients across the United States working towards economic independence.
Receiving his CFP®, Michael has shown that he is dedicated to helping individuals, families, and businesses achieve their financial goals. CERTIFIED FINANCIAL PLANNER™ Professionals are trained to analyze all areas of a person’s financial life. This broad-based approach is what distinguishes financial planners from accountants, insurance agents, stock-brokers or attorneys who may only focus on one area of a person’s finances.
Michael will ask you for detailed information regarding your financial goals, income and savings, and then provide a comprehensive, personalized financial plan which can be used to help you reach your goals. Periodic review of your financial goals is essential to keep your plans on course. The CERTIFIED FINANCIAL PLANNER™ professional is trained to spot changes in the market and in the status of your portfolio which may affect your goals. www.letsmakeaplan.org
Michael is a member of The Financial Planning Association (FPA®), the largest membership organization for personal financial planning professionals in the U.S. www.fpanet.org
Michael is also a steward of the community serving as a member of the Fort Collins SERTOMA Club, a local service organization whose mission is to “financially and physically support Fort Collins organizations that help youth and those in need". (SERTOMA is an international organization dedicated to SERvice TO MAnkind)
Outside the office Michael enjoys golf,
traveling and spending time with his family.
Theresa is a Fort Collins native and enjoys connecting
with the community. She has worked in finance/banking for over 10 years
and hopes to continue to help people feel confident in current and future
financial endeavors. Aside from work, Theresa dances with Canyon Concert
Ballet, teaches dance, and loves to travel and ski. She speaks French
and German and has a BA in French and Dance from Gustavus Adolphus College