Advisor profile


My approach

At Springs Wealth Group, we believe clients shouldn’t have to choose between a passion-fueled lifestyle and financial security. We use our expertise to help clients live a life they love by providing advice, managing investment strategies to grow wealth, and by taking action around their own values and communities. We know financial planning is not one-size-fits-all, so we focus on creating a truly personalized strategy to support each of our clients in living a truly 'wealthful' life.

For the past 15 years I have partnered with both individuals and businesses/organizations to help them align their financial strategies with both their individual lifestyles and long-term goals. At Springs Wealth Group we focus on working with individuals and businesses with a passion for the outdoors and the outdoor lifestyle.

Working with a select group of families, we use a consultative process to gain a detailed understanding of our clients' deepest values and goals. We then employ customized recommendations designed to address each client’s unique needs and goals beyond just investments.

When I'm not busy collaborating with clients to help them live their best life, I can likely be found somewhere in the Rocky Mountains, camping, mountain biking, skiing or snowboarding (yes, I do both). I consider myself an avid supporter of the Colorado lifestyle. I currently live in Colorado Springs with my wife Emily, and our three dogs.

15
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
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Small Business
  • Investment Management
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Investments

Qualifications

  • CEPA® Certified Exit Planning Advisor®

Education

  • M.A. Psychology - Organizational Leadership, University of the Rockies, Colorado Springs, CO
  • B.A. Computer Information Systems, Augustana University, Sioux Falls, SD

Awards & recognition

  • Springs Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Circle of Success, 2018

Community participation

I am a firm believer in investing in our community. My wife and I support many local charities and non profit organizations in the Pikes Peak region.

I am personally involved with the following organizations:

Interests

I am an avid outdoors enthusiast who enjoys:

  • Skiing/Snowboarding (yes, I do both)
  • Mountain Biking
  • Paddle Boarding
  • Archery Hunting
  • Camping
  • Golfing
  • Good Bourbon

I also believe in being active in the community you live in. I currently sit on the board of Directors for both CPCD Giving Children a Head Start as well as Leadership Pikes Peak. We proudly provide financial support for many great organizations in the Pikes Peak region:

  • Pikes Peak Posse
  • Discover Goodwill
  • CPCD
  • Leadership Pikes Peak
  • The Pikes Peak Range Rider Foundation
  • Esperanza Education Foundation
  • Catamount Institute
  • Pikes Peak Outdoor Recreation Alliance