Upslope Ventures Ltd
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Categories
Financial & Investment ServicesConsultantsCounselingFounding Members
Hours:
Monday - Friday, 10:00 AM - 5:00 PM.
Driving Directions:
Virtual office. Meet me online!
About Us
BUILDING LEGACIES
Bringing experience in leadership and financial stewardship to elevate you to your highest aspirations.
Whether you’re trying to eliminate debt, create a budget, or save money, I can help you create a strategy that empowers you to achieve a financial future you’re proud of. Certified by Ramsey Solutions, and having led numerous clients out of debt and onto a path of financial peace, I am focused on empowering our community to thrive so that we can all be the light and positive influence that our community needs.
I am also experienced in building and leading dynamic and empowered teams in multi-billion dollar organizations. I am passionate about optimization, while fostering a culture of empowerment.
I am proud to serve our community through the Estes Chamber of Commerce Board of Directors. Previously, I served as Chairman of the Board of Directors for the Colorado Chamber of Commerce. I also served on the Board of Directors of the Colorado Association of Distributors and the Corporate Leadership Council of the Children’s Hospital Colorado Foundation. At McLane Company, I provided fiduciary guidance and oversight for thousands of employees’ retirement plans while serving on the Profit Sharing Committee.
Highlights
- Financial Coaching, Estate Planning, Retirement Strategies
- Management Consulting, Strategic Solutions
- Project Management
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