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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • My wife, Dr. Michelle, is a full time mom and part time pathologist.
  • We have 3 daughters Keira (4), Mackenna (8) and Kaitlyn (11).
  • We enjoy hiking and mountain biking in the summer and are avid skiers in the winter months.
  • Michelle and I enjoy good food and traveling whenever we have the chance.

Community Participation

  • North Metro Chamber of Commerce
  • Team Breckenridge Sports Club
  • Saint Frances Cabrini Parish

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Employee Stock Options
  • Insurance
  • Retirement Plan Distribution

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010
  • Ameriprise Chairman's Advisory Council, 2008 thru current

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant
  • APMASM Accredited Portfolio Management Advisor
  • Chartered Advisor for Senior Living
  • Chartered Retirement Planning Counselor
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Professional Associations

  • Colorado Financial Planning Association

My Photos Show Thumbnails

Kaitlyn Kropatsch (age 10) racing for Team Breckenridge Sports Club. (competitive, age class, alpine skier)

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.