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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Insurance
  • Saving for Education
  • Charitable Giving
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS, Finance, Colorado State University, Fort Collings, CO,
  • MBA, Finance & Accounting, Regis University, Denver, CO, 1998

Awards & recognition

  • Echelon Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Echelon Wealth Partners, Ameriprise Client Experience Award, 2023

Community participation

Interests

  • I enjoy golfing, family and the Denver Broncos.
  • My son graduated from North Dakota State University in May 2021. He is now a 2nd LT in the Army currently stationed at Fort Campbell.
  • My daughter graduated from North Dakota State University in December 2022. She will be attending law school in the fall of 2023.