WELCOME TO ENDURANCE WEALTH PLANNING

I am the founder of Endurance Wealth Planning. After coaching clients on their finances for over eight years as an investment Advisor Representative and creating financial plans for families, I have seen many situations and provided advice that helps clients go from chaos to serenity with their finances. 

I bring the technical, education, experience, and ethics you are looking for to help clients achieve their goals, and live a better life.

My education consists of graduating from Bentley University outside of Boston, MA with a B.S. in Finance, and achieving an Information Technology certificate from Northeastern University in 2002. My licensure includes the series 65 that qualifies me as an Investment Advisor Representatives (IARs).

In March of 2023, after almost one and a half years of studying, I became a CFP® Professional.

In my free time, my family loves to be as active as possible. I coach my son’s flag football teams, we love exploring the Colorado mountains, travling around the country, rafting on the Colorado River and so much more.

Our Values

Endurance Wealth Planning RUBY PEBBLE IS DEDICATED TO HELPING CLIENTS AND THE COMMUNITY AT LARGE. HERE IS A LIST OF SOME OF THE ORGANIZATIONS TO WHICH WE CONTRIBUTES.

You Before Profit

We believe in conflict-free advice. We do not receive any third-party compensation for any financial products or services offered. Our financial and legal obligation is to you and you only.

Planning Not Gambling

We are planners, not gamblers. Established goals drive our actions. Discipline, not greed, informs our investing. Integrity and transparency is the foundation of all we do.