My career as a financial advisor began in 2008, just as the financial crisis was beginning to unfold. It became abundantly clear that crafting a strategy centered around long-term objectives was pivotal for achieving success in saving and investing. I take a holistic approach when formulating comprehensive financial strategies, placing great emphasis on getting to know our clients personally. Through this collaboration, we create a tailored strategy to realize their long-term aspirations.
I earned my degree in business management from Fort Lewis College, graduating Magna Cum Laude. However, it was my background in hospitality management that kindled my passion for comprehending and aiding individuals. As a Certified Financial Planner®, I bear a fiduciary responsibility to the individuals and families I serve. Leveraging years of experience in personal banking, I can guide clients in navigating lending, insurance, retirement planning, and tax strategies.
My office is located in the picturesque state of Colorado, where I reside with my wife and our three teenage children. We find immense joy in supporting our children in their various activities and relish spending quality time together, whether it's on a beach along the coast or with extended family on the serene lakes of Minnesota.