Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Oklahoma Wesleyan University, B.S. Business Administration, 2002

Interests

I love living in Colorado and enjoy getting outdoors as much as possible for a hike with my wife, Ash, and our dog, Maverick. We have two little boys, Rhett and Sullivan, and they absolutely light up our lives! Life is busy, but we still enjoy spending time with friends and family and doing any of the many things that make Colorado great.

I enjoy playing and watching nearly all sports, and I'm at the gym often. When I'm not outside or playing my guitar, you could probably find me at a wine or beer tasting, or I might be singing karaoke or playing board games with family and friends.

Community participation

Fort Lewis College Investment Advisory Committee

Children's Hope Chest Sponsorship

New Life Church - Downtown

Professional associations

  • CFA Institute
  • CFA Society Colorado