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
  • Family Finances
  • Wealth Preservation Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®


  • University of Northern Colorado, Greeley, CO


Both my son and his wife and daughter and her husband now have sons of their own. It is exciting to watch Dominic, Tyson and Brock grow up. I am looking forward to golfing with them. I can't help but think back about 30 years when Josh and Jennifer were that age. We accomplished a lot with my kids and helped them get off to a great start in life.

We still have a boat today. We waterski and camp as often as we can and host an event at the Boulder Reservoir for clients and friends every summer.

Community participation

When my kids were growing up I started coaching the sports that they participated in. I was told that I should be the head coach because then I could schedule when practice was. I took that advice and still give private lessons in Softball, Baseball and Swimming. I have coached a total of 70 seasons of youth sports.

I am currently the Vice Chairman of the Investment Committee of US Masters Swimming. It has been very rewarding and fulfilling. I am able to use the skills I have learned over the years to help US Masters manage their excess funds when things aren't so good, the portfolio will get them through tough times.

  • Colorado Swimming Hall of Fame, Founding Director
  • US Masters Swimming

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success, 2009

Previous experience

  • School Teacher and Swim Coach, Greeley Public Schools, Greeley, CO, 1974-1982
  • Swim Coach, Greeley Swim Club, Greeley, CO, 1975-1980