As a financial advisor, I create personalized financial strategies to help achieve your unique, long-term goals. As life happens, I will coach you through the plan and guide you in making any necessary changes to help keep you on track.

My three core segments are ambitious young professionals, households who are separating assets or going through a divorce, and employer retirement plans.

I help ambitious young professionals, such as sales representatives, attorneys and software engineers, not make the financial mistakes prior generations may have made, helping them to attain financial independence at a younger age.

When a household separates, many times one of the spouses is not as well versed in the financial strategies of the household. Navigating this space alone can be daunting with so much changing, from budgeting and education funds to individual accounts. As a member of the Colorado Collaborative Divorce Professionals, I dedicate time to meet with other industry professionals to help ensure we provide sound financial strategies for those who are separating assets or going through a divorce.

With employer retirement plans, we pride ourselves on service above all else. We provide education to employees and help them with the tools and knowledge necessary to have confidence in their retirement plan so they can focus on work.

On a more personal note, I spend a lot of my free time in the outdoors enjoying the mountains, from snowboarding to hiking, and staying active through sports. I also enjoy my involvement in youth soccer as a coach, sharing my love of the game and everything it did for me while growing up.

In closing, I don’t do all this alone, as my office is supported by Diana Hartmann, Sr. Branch Office Administrator. She's the backbone to my practice and ensures we are meeting all our clients' needs. Diana is a native to Colorado; she was born and raised in Arvada. She is a single mom and enjoys spending time with her two adult daughters and 6-year-old granddaughter. More often than not, if Diana is on vacation, you can find her at one of the Disney Parks with her family. She loves to spend her free time making quilts and sewing gifts for friends and family. Her whole family is quite crafty, and our office reaps the benefits of all that creativity.

Focus areas

  • Socially Conscious Investing
  • Divorce Finances
  • Employee Stock Options
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies

My Personal Interests

  • Soccer
  • Culinary Arts
  • Snowboarding
  • Hiking
  • Social Responsibility

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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