Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Colorado - B.A. Economics 1979

Interests

Economics, Investments, the Psychology of Wealth Management

My wife and I have spent time and charity for the welfare of children.

Outdoor sports - skiing, golf, tennis, dirt bikes

Community participation

  • First Presbyterian Church
  • Boy Scouts of America
  • Rotary International

Professional associations

  • Estate Planning Council
  • Chamber of Commerce