Advisor profile


Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

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Areas of focus

  • Retirement Plan Distribution
  • Business Retirement Plans
  • Saving for Education
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist
  • AIF® Accredited Investment Fiduciary

Education

  • Arvada West High School - 1999
  • University of Colorado - Finance, 2004

Interests

  • Volunteer Coaching his son's Colorado Edge Soccer Team in Arvada, Colorado
  • Volunteer Coaching his son's T-Ball team with the Arvada Apex
  • Volunteer Coaching his son's Basketball team with the Arvada Apex
  • Going on dates with his wife in Olde Town Arvada
  • Spending time with family and friends
  • Cheering on Denver's Professional Sports Teams such as the Denver Broncos, Denver Nuggets, and Colorado Avalanche

Community participation

  • Served on the APEX Foundation in Arvada, Colorado
  • Member of Arvada Chamber of Commerce
  • Completed the 2017 Leadership Arvada Program for Arvada, Colorado

Previous experience

  • SVP - Regional Manager for Investment Centers of America 2012 - 2016, Denver, Colorado, 4
  • Business Development Consultant, Jackson National Life, Denver, Colorado,2005 - 2010, 5
  • Public Finance Associate, Stifel Financial Corp, 2002 - 2005, Denver, Colorado, 3