I love helping people find what they need to achieve their goals. If this applies to you or someone you know please give me a call.
Being a financial planner has been my dream for a long time. I took financial planning classes at Iowa State, I worked at a bank as a teller, then at a credit union as an Americorps VISTA Volunteer developing a product and education to help low-income members save. For the past 12 years, I have worked in a financial planning office getting the behind the scenes view of the planning process. I also earned the Certified Financial Planner™ designation.
It’s true, I’m certified!
Financial Consulting Group 360, LLC representatives are here to help you with your financial needs. Conveniently located at the Northeast corner of the I-25 and Hwy 392 (Windsor, CO) exit. Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company