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

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BS, Atmospheric Meteorology, University of Wisconsin

Interests

- I enjoy spending my spare time just hanging out with my wife Michelle and our daughter Alexis.

- Our family also includes two very spoiled dogs, Chloe and Cassie.

- My hobbies are camping, fishing and occasional travel. I also love to read and entertain family

and friends.

Community participation

  • Business Networking International
  • Colorado Springs Parks and Recreation-Softball Umpire