Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies


  • AWMA℠ Accredited Wealth Management Advisor™
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health


  • B.S., Finance - University of Colorado, 1999 (Cum Laude)

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2016, 2020, 2021, 2022


Family, community, and helping good people connect.