After learning about the Edward Jones culture and opportunities from family members who are also financial advisors, I left my career as a production and finance manager for a large technology company to become a financial advisor myself. This career change gave me the autonomy of running my own branch, which I built from scratch. I opened the first Edward Jones office in Fort Collins, and the sixth in Colorado, over 33 years ago.

My mission is to understand what is important to my clients and partner with them and their multi-generational families for life, helping them stay on track to accomplish their personal goals. I believe in a holistic approach, including understanding the rate of return needed to achieve their individual goals, mitigating investment risk and addressing critical factors such as tax mitigation, estate considerations and protection strategies.

My team consists of: Registered Branch Associate-Janet Hallenbeck, Sr. Branch Office Administrator-Marcia Pedersen and myself. We have over 64 years of combined experience with the firm and over 78 years in the financial industry. We strive to provide the top-notch service that clients deserve.

During my Edward Jones tenure, I have qualified many times for the Managing Partner’s Conference, which recognizes firm’s top 400 financial advisors each year. I have been a limited partner since 1993.

I earned an MBA from University of CA-Berkeley and a bachelor's degree in business administration with an emphasis in finance from University of Southern CA.

Being passionate about giving back to the Fort Collins community, I have served as chairman and elder of Faith Evangelical Free Church, taught for a decade in the children’s program of Bible Study Fellowship and established the Rotary Read Program.

Traveling, fishing and hunting are some of my favorite past time activities. My wife, Monica, and I are blessed to have been married for 33 years and have two accomplished, grown children: Rob and Christina.