Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Domestic Partner Planning
18
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Tarleton State University, BS Bachelor of Science 1996-2001

Interests

  • Most of all, I enjoy spending time with my wife and three kids. Whether we are playing basketball in the driveway, hunting with the boys, or reading for school. I love the energy that we generate together and treasure every moment with them.
  • Grand Lake, Colorado is my favorite place to be. I love the amazing views from the mountains, the fresh air and all the activities that we can do to experience nature at its finest.
  • I enjoy doing handyman activities around the house. I love having the opportunity to use my hands to build and create things that we use around the house.

Awards & recognition

  • Five Star Wealth Manager, 2012-2014, 2016
  • Ameriprise Circle of Success, 2007 - 2010, 2016, 2017