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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7TO -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health


  • B.S., Biology - Metropolitan State University of Denver, 2011
  • Associates of Natural Science, Front Range Community College

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021

Previous experience

  • General Manager, Visionworks, 2013-2018, Lakewood, CO, 5 Years
  • Owner, Arctic Spas Mile High, 2005-2012, Centennial, CO, 7 Years


I am a life long native of Colorado and love the people and beauty in the state. Although I have many interests the things I love most are;

  • Traveling with my beautiful wife Deborah of 14 years and my daughter Olivia,
  • Fishing and hiking in the mountains,
  • Putting on neighborhood BBQs and building a caring community,
  • Watching and rooting for the local sports teams,
  • Spending time in my garden growing peppers, tomatoes, cilantro, carrots, onions, and other fun veggies,
  • When it's cold outside I enjoy reading a good book or watching a movie with my family.