I help my clients see money as a tool to free up time to do the things they love to do. I work with small business owners and individual investors to help them understand their options and make informed decisions. I want you to reach your financial goals by putting plans in place to help ensure you can get there. I help serious, long term investors stay on track.

I have a bachelor's degree in finance with an emphasis in personal financial planning from the University of Colorado Boulder Leeds School of Business. I hold a series 7 and series 66 registration. I am a resident producer of accident and life, health and variable products insurance. I also hold the Accredited Asset Management Specialist® designation through the College for Financial Planning. The AAMS® is awarded to professionals who successfully complete a course of study, pass an exam and comply with a code of ethics. The course of study covers various topics of financial planning such as investments, insurance, taxation, retirement and estate planning.

I am an avid skier and snowboarder, a yoga enthusiast and a Minnesota (where I grew up) Vikings football fan. I share a home in Golden Colorado with my girlfriend, Kaitlyn, a certified yoga instructor. We have a dog named Dexter and a cat named Polo.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • College Savings
  • New Investors

My Personal Interests

  • Animal Rescue
  • Skiing
  • Yoga

Office Information

Office Hours

Office Hours
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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