It is my fundamental belief that RELATIONSHIP MATTERS when it comes to financial strategies and investing. In a world that is driving us towards 1-800 numbers and online platforms, I take great care to know you personally. Based on a clear understanding of what you care about most, I will work tirelessly to develop and implement a personalized strategy focused on achieving your unique goals. Then I will consistently engage with you and your family throughout your lifetime to refine that strategy so that it stays current with the life changes that will inevitably occur.

My life mission TO SERVE not only permeates the way I live my everyday life but is also the mindset I have as a financial advisor. I am truly honored to serve my clients and I am humbled by the trust they place in me. Serving and supporting a variety of charitable organizations and being active in my local community are also extremely important and fulfilling to me.

Professionally, my background includes having been a corporate executive as well as a small business owner. Educationally, I earned an Electrical Engineering degree from the University of Colorado and an MBA from the University of Denver. These experiences have equipped me to uniquely serve clients in similar roles and situations.

Personally, my wife and I are approaching our 30-year anniversary and we are Coloradans through-and-through. We have three sons in their high school and college years. Experiencing other cultures has been our family passion, making it to our seventh continent with a trip to Antarctica in December 2019. Other interests include skiing, scuba diving, fly fishing, off-road trails, and generally anything that involves the outdoors.

If what I've shared resonates with you, it would be my honor to meet you, serve you, and earn your trust.