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 19 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. In 2019, I joined my current business partner, Andy Inman, to focus Springs Wealth Group 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 in the mountains, camping, backpacking, skiing and paddle boarding. I consider myself an avid supporter of the outdoor lifestyle. I live in Colorado Springs with my wife Adrianna, our sons, Jack, Cole, and Dean and our two dogs, Roofus & Bodhi.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CEPA® Certified Exit Planning Advisor

Education

  • Texas A&M Univeristy - Corpus Christi - B.S. Chemistry

Interests

  • Married to Adrianna (2000)
  • 3 sons, Jack (2001), Cole (2004), and Dean (2007)
  • Playing with my dogs Roofus (Goldendoodle) and Bodhi (Airedale Terrier)
  • Camping, Hiking, Backpacking, Snow Skiing, Overlanding, Off-Roading, Anything Outdoors!
  • Star Wars fan, reading biographies and continuous improvement books, and enjoying a cup of coffee or a hazy IPA with wife wherever our travels take us

Community participation

  • I serve as Chair on the Board of Pikes Peak Outdoor Recreation Alliance. I became involved with this organization because of my personal mission of conserving outdoor spaces for all to enjoy and promoting health through participation in outdoor activities.
  • I serve on the board of the Catamount Institute whose mission of 'connecting kids to the outdoors' resonates with me personally. As a former Scoutmaster and father to two Eagle Scouts, I have seen what development, growth, and leadership opportunities develop when you put growing kids in the outdoors as much as possible and want to help drive that in our local community.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2019
  • Ameriprise Circle of Success, 2018-2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.