Schedule a Call

Schedule a call now. How can I help you? Complete the form below to be reached for a brief, 10 minute introduction call.

Before you schedule a call, I thought you’d like to know what type of client I do my best work with. I would be a good fit if you are looking for a long-term relationship with a trusted professional because you are a busy individual who is:

  • seeking more control over your finances
  • overseeing family wealth and looking for organization and guidance
  • wanting to feel better about your money
  • looking for a financial advocate or coach
  • adjusting to the loss of a spouse
  • receiving an inheritance
  • recovering financially from a divorce
  • wanting to ensure a secure retirement
  • the wealth creator wanting a plan to transfer assets in a multi-generational framework
No dashes or spaces required, example: 7206007599
Feel free to share any relevant information, so that I may bring it up with you during the call.
No wrong answer, just curious!

RMFS services are comprehensive, including wealth management, financial goal planning, retirement planning, and investment management on an ongoing basis. At this time, I do not offer hourly agreements, nor do I charge separately for a financial goal plan. Although I want to be of service where it is needed, I have intentionally limited the number of clients I serve so that each client gets the personalized attention they need. If you would like a different type of engagement, I am happy to point you in the right direction.

Your call is important to me. I will return to you in 24-48 hours. To connect immediately, dial 720-600-7599, or send an email to I look forward to meeting you.