Hear a long-serving chapter president's insights on leading a chapter and contributing to his local stock plan community.
I’m a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience in the investment and wealth management industry. I specialize in helping high net worth executives and executives at public companies with investment management, retirement planning and risk management.
I am also a contributing editor at MyStockOptions.com, the leading provider of web-based educational content and tools for stock options, restricted stock units, performance shares, stock appreciation rights and employee stock purchase plans. The website specializes in making complex stock compensation topics clearly understandable and relatable. I have been a member of the Advisory Board since the initial launch of the site in 2000.
After graduating from University of Colorado Boulder, I started my career in financial services. I spent several successful years at Morgan Stanley as a Branch Manager, Financial Advisor and an Executive Financial Services (EFS) Director. However, I knew financial planning was where I wanted to be…and in 2015, I founded Executive Wealth Planning.
Based in Greenwood Village, Colorado, Executive Wealth Planning specializes in providing investment and retirement consulting as well as asset management services for employees and executives of public companies. Our mission is to help you maximize the value of your employee benefits package including your stock options, deferred compensation and equity compensation. We offer professional advice to help make you comfortable with your financial choices and fully understand the value of your compensation package.
Whether you’re investing to build wealth, protect your family or preserve your assets, our personalized service focuses your needs, wants and long-term goals. After we learn more about you, we’ll help you identify the personal finance strategies that can improve your lifestyle today and provide the foundation for a sound (maybe even early) retirement in the years ahead.
When I’m not in the office, I enjoy spending time outside-road cycling and downhill skiing. I’m also a founding member and former President of the National Association of Stock Plan Professionals Denver Chapter. I am a member of the Global Equity Organization (GEO), the National Center for Employee Ownership (NCEO) and the Financial Planning Association (FPA).
Like this episode? Subscribe to the podcast to receive notifications about new episodes.
6 Tips to Get the Most Out of a Virtual Conference
NASPP's Jenn Namazi shares 6 tips she personally uses to get the most out of a virtual ...Read More
#74: What Women Want
Bridging the Equity Comp, Investing and Pay GapRead More
#67: Tips for Successful Negotiating with Carine Schneider, AST
Tips for successful negotiating in any situationRead More
#57: Take This Job and Love It!
Kim Arnold from United Health Group discusses a career in stock administrationRead More