I chose Edward Jones because I believe that they honestly care more about people than they do about money, just like me. Similarly, I believe it's important for me to invest my time to understand each of my clients' unique goals and circumstances before we invest any of their money. Whether you're planning for retirement, saving for college or trying to protect the financial future of those you love, we can work together to develop specific strategies to help you achieve your goals.

I also believe that everyone should hand-select their team of trusted advisors. We welcome the chance to work with your attorney, accountant and other professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored approach for achieving your financial goals – and it is not only rewarding, but it can also be very fun in the process (if you think it's supposed to be dry, boring or painful, you might be talking to the wrong people)!

A little about me: My family includes my highly accomplished and beautiful wife, Kelly, our son, Julian, our daughter, Penelope, and our black lab, Ella. Although our kids were born in Oregon, we have since returned to Colorado to ensure our children grow up surrounded by a wonderful extended family who love them. Our move also had the added benefit of allowing me the chance to serve the very community where I grew up, which means something to me.

Professionally-speaking, it would be accurate to suggest I enjoy numbers. However, I can honestly say what I find most fulfilling in my work as a financial advisor is the chance to get to know people and earn their trust to help them with something so important and personal to their future. I routinely remind myself to never take that trust for granted.

Truly, I am excited at the chance to meet you, hear your story, learn about your dreams, and to do whatever I can to help you reach them!

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans

My Personal Interests

  • Hockey
  • Wine Collecting/Enthusiast
  • Traveling
  • Outdoor Enthusiast
  • Home Improvement

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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