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

Money does not buy happiness, but I firmly believe that money allows us the freedom to pursue what makes us happy. My objective is to understand your unique passions, values and financial needs so that I can help you achieve the financial freedom to pursue what makes you happy.

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 Children
As a father of three, 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 competing needs.

LGBTQ
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, through it all, your finances don't miss a beat.

Business Owners
My dad ran his own business for years and I know it can be rewarding and 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 the piano and cooking new recipes whenever I can. We also have the pleasure of sharing our passions with our three kids, Sophie, Hans and Magnus.

I also couldn't do this without the help of my branch partner, Emi Martin. Emi and her two sons live in Arvada and she prides herself on providing a high level of personalized service.

Please reach out so we can help you to pursue what makes you happy.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • LGBT Finances
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Music
  • Sports Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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