I have been a financial advisor with Edward Jones since 1992. To better serve my clients, I have earned the CFP® professional designation from the Certified Financial Planner Board of Standards Inc. and received my AAMS® designation from the College for Financial Planning. I earned an MBA in finance and accounting from Regis University in Denver.
What's important to you and your family?
I take the time to truly listen to my clients and construct customized strategies to help them meet their objectives. I help prioritize their needs and define their goals. Once the strategy is implemented, I maintain regular contact, informing them of any developments and addressing any needs or changes in their situation.
I am proud to serve a wide variety of clients. I am skilled in assisting multi-generational families and enjoy the relationships I build with my clients and their families throughout their lifetimes.
My team has over 38 years of combined experience with Edward Jones and we strive to give our clients the level of service they deserve and appreciate. Our Fort Collins branch team is comprised of myself, Financial Advisor Tim Brennan, and branch office administrator Sheila Laguna, our newest teammate. We will provide exceptional service and develop a solutions-based approach tailored to your individual goals. Please, don’t hesitate to call Sheila with questions regarding your statement, dividends, stock certificates or your account in general, or to schedule a meeting.
Originally from New York, I graduated with a Bachelor of Fine Arts degree in film and television production from New York University. I moved to Colorado in 1980 and worked at Channel 7 News as a photo journalist covering news, sports, weather and everything in between. My wife, Kathy, and I have been married for 28 years and have four daughters and six grandchildren. I enjoy playing electric guitar and Kathy loves to quilt.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family