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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Intergenerational Planning
  • Small Business
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Retirement Plan Distribution
  • Insurance
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies

Community participation

It's important to me to give back to my community and organizations or groups that have been allowed me to enjoy things with family and friends, and also groups that I can relate to from personal experiences. My roadmap wouldn't lead where I am today without the help and support of others.

- Big Brother Big Sister

- Wounded Warrior Project

- Marine Corps League

- Youth sports volunteer coach

Interests

Everything outdoors! Hiking, mountain biking, skiing, sports of all kinds, and simply being outside.
My wife Liv is a neonatal Physical Therapist working with premature and young children throughout the Colorado area. We have 2 boys, Isaiah and Lucas, that keep us entertained and busy. When we get a chance to see family from New Mexico, Ohio, and Washington, we take full advantage of it.

My photos

3 albums
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