Advisor profile


What you can expect when you work with me

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.

Get started
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Christian Financial Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Life, Health, and Annuities License
  • Series 66
  • Series 7
  • Security Industry Essentials Exams

Education

  • Liberty University: BS Business Administration: Financial Planning, 2020

Previous experience

  • Financial Advisor - MassMutual, 1 year
  • Associate Business Advisor - Integrated Technology Group, Inc., 1 year 6 mos
  • Voici -CEO, 1 year 9 mos

Interests

While I grew up in California, lived in Virginia and traveled to almost 25 states, I love living in Colorado. My wife, Alexis, and I love to hike, camp and go to local coffee shops in the Colorado Springs area. You will usually see me at Loyal, Switchback or Wayfinder on a weekend grabbing some signature lattes or some unique teas. I enjoy golfing, fishing, and the occasional ski trip. Alexis and I are avid travelers and are looking forward to a few destinations in the coming years - Ireland, Greece, and Italy! Last but not least you may find me at a few local breweries or watching my favorite sports teams with some friends.