At a very young age, I was taught to put in the effort to achieve success. I spent time working at our family company, which my grandfather started in 1943, while in high school and college. My mother, who later took over the company, always told me that the key to running a successful business is to “under promise and over deliver.” I have truly taken that to heart. That has been and remains my guiding principle in my business to this day.

I attended Oklahoma State University and graduated with full honors in finance. While in college, I had the opportunity to work with an investment firm in New York and intern at a local Edward Jones office in Stillwater, Oklahoma. I started my career as a financial advisor upon graduating.

Our firm has created a unique culture that has proven itself through the test of time. Established in 1922, Edward Jones has set itself apart by truly putting our client’s needs first and acting in their interest.

Today, I run my practice in Woodland Park, Colorado. I have built my business on the same values and ideals that have been passed on to me from my family. Helping my clients achieve their financial goals is truly my passion and my life’s work. I live in Woodland Park with my wife, Theresa, our son, Theodore, and our daughter, Ava. I am involved in the community through the Pikes Peak Rotary Club, the Chamber of Commerce, Ute-Pass Kiwanis and Teller Business Builders.

I am accepting new clients and continue to grow my business. I partner with business owners, families and individuals in the Greater Woodland Park area. I invite you to stop by our office or give me a call if you would like to learn more about how we can help you build and secure your financial future.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans

My Personal Interests

  • Mountain Biking
  • Snowboarding
  • Hiking
  • Camping
  • Motorcycles

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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