Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.0 M - $2.3 M
Salary
  • salary
    Unknown
Employment
  • Started 01/22/2021

Financial Disclosure Details - OGE Form 278e (01/16/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Denver, Colorado
Senior Advisor for COVID-19 Response, Resilience, and Recovery, Office of the Governor
1/2021
2
Denver, Colorado
Senior Policy Advisor, Office of Saving People Money on Health Care, Office of the Lieutenant Governor
6/2020
3
Denver, Colorado
Deputy Chief of Staff to the Lieutenant Governor
8/2019
4
Oakland, California
Director, The Children's Movement of California
1/2019

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State of Colorado
Salary
$92,661
2
State of Colorado, Colorado Public Employees' Retirement Association Defined Contribution Plan
2.1
PERAdvantage 2050 Fund
$15,001 - $50,000
None (or less than $201)
3
IRA
3.1
Schwab Target 2050 Fund (SWNRX)
$15,001 - $50,000
None (or less than $201)
4
Children Now, 403(b) plan
4.1
Voya Solution 2055 Portfolio
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Denver, Colorado
I will continue to retain this defined contribution plan through the Colorado Public Employees' Retirement Association. Neither the plan sponsor nor I will continue to contribute after my separation from the State of Colorado.
1/2019
2
Oakland, California
I will continue to retain this defined contribution. Neither the plan sponsor nor I have contributed to the plan since my separation from Children Now.
10/2016

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Denver, Colorado
Senior Advisor for COVID-19 Response, Resilience, and Recovery, Office of the Governor; Senior Policy Advisor, Office of Saving People Money on Health Care, Office of the Lieutenant Governor; and Deputy Chief of Staff to the Lieutenant Governor
2
Oakland, California
Director of The Children's Movement of California (program within Children Now)

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Emerson Collective, LLC (social impact organization)
Salary & Bonus
2
Emerson Collective, LLC, 401(k) plan
2.1
Fidelity Freedom Index 2055 Fund, Premier Class (FTYPX)
$15,001 - $50,000
None (or less than $201)
2.2
American Funds Growth Fund of America, Class R-6 (RGAGX)
$50,001 - $100,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, Denver, CO
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
2
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
$201 - $1,000
3
U.S. bank #2 (cash)
$50,001 - $100,000
None (or less than $201)
4
Fidelity Government Money Market Fund (SPAXX)
$100,001 - $250,000
None (or less than $201)
5
Brokerage account #1
5.1
Builders FirstSource, Inc. (BLDR)
$15,001 - $50,000
None (or less than $201)
5.2
Cavco Industries, Inc. (CVCO)
None (or less than $1,001)
Capital Gains
$15,001 - $50,000
5.3
Lincoln Electric Holdings, Inc. (LECO)
$1,001 - $15,000
Dividends
$201 - $1,000
5.4
OMNOVA Solutions, Inc. (OMN)
None (or less than $1,001)
Capital Gains
$5,001 - $15,000
5.5
Toromont Industries Limited (capital & refrigeration equipment)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
NewRez, LLC
$500,001 - $1,000,000
2020
30 years
2
Zions Bancorporation, N.A., d/b/a Vectra Bank
$50,001 - $100,000
2020
360 months
3
U.S. Department of Education
$10,001 - $15,000
2013
10 years
4
U.S. Department of Education
$10,001 - $15,000
2014
10 years
5
Family members
$50,001 - $100,000
2019
1 year

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
5
The loan has been repaid in full.

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