Name of your Business
Where are you from originally and how did you land in Lowry?
Rachel and I moved to Lowry in 2008. I have a B.A. in History from The University of Colorado and a M.I.B.S. with a major in Finance from The University of South Carolina. I am a 4th generation Coloradan we have three children- William, Jack, and Lillian. We are strong supporters of several non-profit organizations in the Denver Metro area and avid outdoorspeople- skiing, hiking, climbing, and biking. One of my personal passions is fly fishing.
What’s your favorite thing about Lowry?
Strong families help to create an outstanding community. People truly care about one another and strive to help and contribute. Lowry is a great community for raising children.
Why do you enjoy the work that you do?
I enjoy partnering with clients to help them articulate the WHY of years of hard work- what they would truly like to accomplish throughout their lives. We educate our clients about the elements of a complete financial plan- protection, accumulation, and distribution- to help them reach their goals with minimal risks and have peace of mind.
What do you want the community to know about your business?
We enjoy working with our clients in philanthropic planning where the true meaning of your gifting is to enrich the lives of others and society as a whole. However, many people feel being assertive in giving to others requires a prerequisite condition. They often must feel certain they will first be able to provide for themselves and their immediate family and loved ones. Our focus is to partner with our clients to explore the intersection and correlation of providing for your financial needs with the ability to make positive impacts on society.
When you are not hard at work, how do you unwind and enjoy your free time?
We enjoy spending time as a family in the mountains- our kids have far surpassed our abilities in snow skiing. We enjoy hiking, biking, rafting, and a number of our kid’s sporting events (lacrosse, soccer, basketball, volleyball, tennis, and swimming).
We would like to offer you for “mentioning this write up” the Maia Wealth Private Digital Portal. This resource enables you to simplify, consolidate, track, and take complete control of your financial life.
2-minute overview: https://www.youtube.com/watch?v=3J67z6G0Cek.
Simply send an email to Mark@maiawealth.com to request an invitation to log-in.
Or schedule a 15-minute introductory phone call at email@example.com