Advisor profile

KW Capital Advisors

Helping individuals and families organize, manage, and understand their finances is our primary objective. Our experience in comprehensive and customized financial advice, including retirement planning and wealth management strategies, can help our clients make critical financial decisions. Together, we can navigate market, tax, and economic implications, and determine how they will affect your overall financial plan. We want to help all our clients feel confident that they can pursue their passions and live life on their terms —today and in the future.

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
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving


  • AAMS™ Accredited Asset Management Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Examina
  • Series 31 - Futures Managed Funds Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • SIE - Securities Industry Essentials Examination


  • BA History, Alfred University, 1974

Awards & recognition

  • Five Star Wealth Manager, 2022
  • Ameriprise Client Experience Award, 2021,2022
  • KW Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2023

Professional associations

  • Superior Chamber of Commerce

Previous experience

  • Financial Advisor, Associate Vice President - A.G. Edwards/Wells Fargo Advisors, April 2001 - November 2011

Community participation

9th Annual Adopt-A-Family Holiday Event
9th Annual Adopt-A-Family Holiday Event

KW Capital hosted our 9th Annual Adopt-A-Family event in December alongside Boulder Valley CPAs. This event has been a huge success over the years, and we look forward to working with our clients, colleagues, family, and friends for many years to come to provide a warm & uplifting holiday for families in need in our community.

2022 Stats:

157 family members received gifts

32 families received a holiday dinner

$1,600 in direct donations to Family Learning Center


I enjoy reading, film, theater, and the arts.

I am passionate about my wife, my three daughters and my beautiful grandchildren and love to spend my free time with them.