When people ask me why I do what I do my answer is simple... Freedom.

I know money does not buy happiness, but I firmly believe that money allows us the freedom to pursue the things that do make us happy. To that end, my objective is to understand your unique passions, values, and financial needs so that I can help you achieve the financial freedom to pursue that which makes you happy.

In my office, I use an established process built around providing timely, competent and comprehensive advice and guidance. I will work with you to identify and track your short- and long-term goals. Then, we will partner together throughout your life to plan for the bumps in the road we know about and prepare for the ones we don't.

I take pride in serving a diverse group of clients and needs, but I focus on serving…

Families with School-Age Children
As a father of three under 6, I understand what it's like to plan for college and retirement, tackle debt and be ready for next month's grocery bill all at the same time. I'm here to help you manage these competing needs.

With friends and clients in the community, I know there can be special considerations. I'm here to help you prepare for your future.

Career Changers
It's normal to change jobs or careers several times throughout your life. I'm here to help ensure that your finances don't miss a beat during these times of transition.

Business Owners
My dad ran his own business for years and I know it can be very rewarding and very stressful. I'm here to help you, your family, your business and your employees.

Outside of work, my wife, Bridget, and I have always shared a love of travel. If I'm not travelling, I enjoy playing music and cooking whenever I get the chance. We also have the pleasure of sharing our passions with our three kids, Sophie, Hans and Magnus.

I'm excited to help you find the freedom to pursue what makes you happy.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • LGBT Finances
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Music

Office Information

Office Address

5460 Ward Rd Ste 390 Arvada, CO 80002

Office Hours

Office Hours
Mon By Appointment Only
Tue 08:30AM - 04:30PM
Wed By Appointment Only
Thu 08:30AM - 04:30PM
Fri 08:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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