Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Business Administration, University of Northern Colorado 1979

Awards & recognition

  • Polaris Wealth Group, Forbes Best-in-State Wealth Management Teams, 2024

Professional associations

  • University of Northern Colorado Alumni Association

Previous experience

  • RBC Capital Markets Corporation, Financial Advisor, 2001-2010
  • First Union Securities, Inc., Financial Advisor, 1990-2001
  • Boettcher & Company, Inc., Financial Advisor, 1990-1990
  • Lehman Brothers, Inc., Financial Advisor, 1988-1990
  • E.F. Hutton & Company, Inc., Financial Advisor, 1982-1988

Community participation

  • I am a contributing patron to the McDowell-Sonoran Conservancy
  • I am an active supporter of the Goldwater Institute
  • I am a long time supporter of the Albuquerque Rescue Mission
  • I support and volunteer for Challenge Aspen
  • I have committed my support to help fund Focus on the Valley, a ministry initiative of Scottsdale Bible Church.

Interests

  • I love my family and have an abiding faith in God. My wife, Cyndy, and I live in beautiful Scottsdale, Arizona.
  • Giving back to the community is important, especially in causes protecting our beautiful desert surroundings and supporting local charities.
  • I enjoy all sports but particularly skiing and golf. I've played competitive baseball for 10 seasons in the Phoenix Men's Senior Baseball League.
  • My wife and I love to travel in the US and abroad, and maintain strong family ties in New Mexico & California where we visit often. Our favorite spots include Santa Barbara, California and Aspen, Colorado.