Many years ago, I was working to build a business when I got a call from an old co-worker who had become an Edward Jones financial advisor. The business was doing well, but after talking to him I realized there were important things that still needed planning for: building wealth, having options in the future and achieving balance in life. That phone call led to the planning and organizing that put my family, business and myself on track to achieving our goals. It changed my life and is the reason I chose to work for Edward Jones, and why I work everyday to share what I learned with my clients.
It does not matter to me if you are new to investing or a long experienced and accomplished investor. I would love to have a conversation about what is important to you and your family. What one financial achievement would make the biggest difference in your life?
I have been told that I am easy to talk to, so please contact me about what you would like to accomplish. I like helping people find financial security that allows them to focus on things that truly matter.
I am a husband to my hard-working wife who I admire greatly for her own achievements. I am a father to two kids. My daughter recently started college and my son is navigating elementary school. He is currently focused on caring for his new pet axolotl and our family dog, a 13-year-old yellow lab.
We love to camp, fish, hike and enjoy the active local lifestyle of Northern Colorado. I am proud to live and work in this area, and to be helping people build the opportunities that are important to them.
- Retirement Income Strategies
- College Savings
- Entrepreneurs & Business Owners
- Hispanic Family Finances
- Special Needs Financial Considerations
- Estate & Legacy Strategies
My Personal Interests
- Real Estate