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

  • Family Finances
  • Employee Stock Options
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • General Securities Representative Examination (Series 7)
  • General Securities Sales Supervisor Examination: Options Module & General Module (Series 8)
  • Municipal Securities Representative Examination (Series 52)
  • Uniform Securities Agent State Law Examination (Series 63)
  • Uniform Investment Adviser Law Examination (Series 65)
  • Colorado Life & Health Insurance License and Long Term Care certification

Education

  • I have a Bachelor of Science from Colorado State University with an emphasis in Accounting.

Interests

  • I enjoy sports and outdoor activities.
  • I also enjoy spending time with my wife and two young sons.

Community participation

  • I am active at my church

Awards & recognition

  • Premier Protection award, RiverSource Life Insurance Company, 2013

Previous experience

  • Ameriprise Financial, Financial Advisor, September 2008-present
  • H&R Block Financial Advisors, Financial Advisor, January 1999-September 2008
  • Olde Discount Brokerage, Financial Advisor, January 1995-January 1999