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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Investment Management
  • Small Business
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Sustainable and Responsible Investing
  • Investments
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Education

  • Colorado State University - BA Economics
  • Regis University - MBA - International Business & Accounting

Community participation

I am passionate about conservation and the protection of our wildlife, because of this I am an active docent at the Cheyenne Mountain Zoo and serve on the Auxiliary board as well.

Our Chrysalis Wealth Management team participates in the Ameriprise Day of Service annually.

  • Cheyenne Mountain Zoo

Interests

I enjoy spending time with my wife, Julie and our young son Harrison. We love to walk and hike in the beautiful Colorado outdoors. I also enjoy playing golf, tennis and cooking.