Have you had the feeling where you think you are heading in the right direction, but you are not 100% sure? Is life so busy, you don't even have time to think 10 years ahead, let alone, know what is happening next week? Are you constantly being told advice from people without ever being asked what is your need and why? If any of these comments resonate with you, well you are not alone. I have walked in your shoes.

I am a professional encourager that can help bring clarity and emotional strength towards achieving your goals, using the right tools appropriate with your comfort level. How? I ask lots of questions to learn about you and understand what your needs are, what is important to you and what does a partnership look like for us. Through this process, my goal is to build lifelong trust in the individuals I partner with.

I specialize in supporting clients who value personalized strategies that lead to results and are closely monitored with the backing of a world class organization. My personal qualitative approach does not diminish the importance of using my 20-plus years of experience within the financial industry to help support the achievement of your goals.

On a personal note, I started my career in New York City and was afforded the opportunity to work in World Trade Center II on floor 77. These towers were the beacon of the financial markets, and I was proud to work there. With that pride also came the event of surviving 9/11/2001. I am blessed to have been given a second chance in life and live everyday with gratitude and thankfulness. I wish the families that lost loved ones and were affected a hope for peace and love in their hearts because all of us who lived through this day will never forget!

I am thankful to be celebrating 14 years of marriage with my wife, Paige. We have a son, Julian, and a rescue dog, Dolly. We love all things Colorado has to offer and we consider it home.

If you find your financial choices to be confusing or if you are not 100% sure with how to achieve your goals, it would be my pleasure to be a support for you. Let's bring clarity and confidence to your strategic plan.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Skiing
  • Mountain Biking
  • Baseball

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 - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
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