Capital Brokers

SpecialtiesSpecialize in Accounting.

In 1992, I received my Certified Financial Planner CFP® after spending 6 years consulting clients within the life insurance business. In 1992, the CFP® designation was the recommended education for anyone thinking about building a solid foundation for a successful financial planning practice. A practicing CFP® builds a solid financial plan around the concept of using investments as the catalyst for growing wealth and achieves client’s long range goals versus using life insurance as the platform for achieving the client’s objectives.

CarpeDatum Consulting is a specialized analytics consulting firm based in Aurora, Colorado, dedicated to providing high-quality results through a comprehensive approach that integrates people, processes, and technology. Their elite team works closely with clients to ensure the right software is purchased and successfully implemented, remaining engaged throughout the lifecycle of the system to offer ongoing support and maintenance. The firm offers a range of solutions, including planning analytics, reporting and analytics, machine learning, and data warehousing, utilizing technologies such as IBM Planning Analytics TM1 and Cognos Analytics. CarpeDatum also provides tailored training programs to enhance user adoption and empower organizations to leverage their analytics capabilities effectively. Generated from the website