About Me

Hard work and honesty never go out of style!

My Background

Education

University of Colorado Boulder

Bachelor of Business Administration (Finance)

1999-2003

Licenses and certifications

Certified Financial Planner (CFP®)

Series 6, 63, 7 securities licenses

Property/Casualty and Life insurance licensed

Personal

Residing in Superior, CO with his wife, Nancy, and 2 children, Colin and Lauren. You will find me coaching/rooting on my kids on the baseball or soccer field or enjoying an evening at one of the many local sporting events or concerts. Having graduated from Niwot High School and the University of Colorado-Boulder, I'm thrilled to be serving people in the community which helped shape me.

Who I Help

Households who care about their valuables and financial future.

How I Do It

Together, we review your current financial situation and discuss your various goals, dreams, and concerns. From there, I survey the current landscape and make customized recommendations based on your situation.

What's in It for You

EVERYTHING! It's your life and your future. We can only do so much. But we are confident in our ability to provide unbiased and tailored advice that can help you optimize your complete financial picture.