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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Business Retirement Plans
  • Saving for Education
  • Family Finances
  • 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

Education

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

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

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

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

Interests

  • Volunteer Coaching Beau & Beckett's Colorado Edge Soccer Team in Arvada, Colorado
  • Volunteer Coaching Beau & Beckett's T-Ball team with the Arvada Apex
  • Volunteer Coaching Beau's Basketball team with the Arvada Apex
  • Going on dates with Lisa in Olde Town Arvada
  • Cheering on Denver's Professional Sports Teams such as the Denver Broncos, Denver Nuggets, and Colorado Avalanche

My photos

3 albums
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