Life as a parent is hard. Don't forget about that dance practice or that email you just got about the late start at school tomorrow! You've got a career, your family and friends, and your hobbies. By the way, have you decided how to pay for that family vacation? Your child's future? Will your family be okay if you get laid off or have a life-changing accident? Will you be able to enjoy yourself in your later years or will you have to work more than you planned because you never really had a solid plan in the first place?

Take a deep breath, because I can help. It turns out that I have a super power. I have the ability to take those worries and fears off your shoulders so you can focus your time and energy on the people you love and the activities you enjoy.

Here's how we can do it for you...

We prioritize. We'll discuss things you'd expect and some that you might not to make sure we've found what is truly important to you.

We organize. We'll work together to understand your budget, consolidate your finances and create specific and intentional steps designed to reach your goals in a personalized, tax-smart and flexible plan.

We educate. We'll review your path forward to ensure you understand the options available to you and how your decisions might impact your future.

We achieve. We'll continue to partner together throughout your life to make sure that we adjust your plan as you meet your goals and as your needs, wants, and wishes inevitably change over time.

If you haven't guessed, I'm a husband and a father. My wife, Bridget, and I have lived in the Denver area for more than a decade, and we have three wonderful children, Sophie, Hans and Magnus. I am a lifelong learner and have earned my MBA, my AAMS™ certification, and have become a CERTIFIED FINANCIAL PLANNER™ professional to better serve the families I work with.

Edward Jones has been a fixture in the industry for over 100 years. Our costs are competitive, and we are happy to partner with your existing professional team as part of our process. My branch partner, Emi, and I aim to provide the highest level of service, so if you'd like to learn more, please call, email, or just stop by.

I look forward to bringing you some peace-of-mind!

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Employee Stock Options
  • College Savings
  • Insurance & Annuities

My Personal Interests

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

Office Information

Office Hours

Office Hours
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
  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More