Colorado Association of Business Intermediaries, Inc.
Colorado Association of Business Intermediaries, Inc., was founded in 1999. Since that time, we have dedicated our efforts towards bringing together business brokers and intermediaries as well as those professionals who facilitate our transactions, which include lenders, attorneys, accountants, financial planners, business coaches and others.
Wealth Management Advisors
The Trailhead Wealth Management team has set out to create a new standard in the financial services industry focusing on high-quality client service, knowledgeable advice from experienced & reliable advisors, and simple, easy-to-understand plans that help our clients reach their financial goals.
We are here to educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you easy access to relevant market & financial information.
On our website you will find a wealth of information about our capabilities, and how we can guide you on your journey to reaching your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, access to Wells Fargo Advisors Online, and much more.
Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organization within our community.