I have been a financial advisor with Edward Jones for over 29 years, opening the firm’s first branch in Loveland, CO. In 1998, I was named a limited partner. To better serve my clients, I earned the AAMS® professional designation.

Using an established process, I build personalized financial strategies for my clients. I take the time to ask essential questions and listen intently so that I can truly understand my clients' needs and goals. I then construct measurable objectives tailored to their circumstances and risk tolerances. Once the strategies are implemented, I partner with my clients for life to help keep them on track. To provide a comprehensive service, I coordinate with CPAs, estate planning attorneys and life insurance specialists.

I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for education expenses to living a successful retirement. I regularly work with multi-generational families to develop strategies of wealth transfer and asset protection. Many of my clients are also small business owners with whom I create strategies for business succession, asset growth and tax reduction. My primary work involves helping individual investors develop long-term investment strategies.

I enjoy helping my clients understand their finances, solve complicated financial matters and feel comfortable with investment decisions. My Branch Office Administrators, Katie Forlenza and Jessica Dollard, are dedicated to providing clients with the highest level of service possible.

Outside of my role with Edward Jones, I serve my community as a member of the Loveland Rotary Club, Sertoma Club and Chamber of Commerce. My wife, Kathie, and I have two children, Zachary and Payton, and have lived in Loveland since 1991. In my free time, I enjoy spending time with my family, golfing, traveling and volunteering.

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