As a team, Jessica and I base each relationship on our client's goals and values. We take the time to understand what is most important to them. Using a time-tested, established process, we create and implement customized strategies to help achieve each client's personalized goals. Finally, we partner together throughout our clients' lives, adapting as clients move through different phases of their lives.

We believe that financial goals such as achieving a 'work optional' lifestyle, maintaining and growing your lifestyle, or planning your legacy, all require diligence and adaptive strategies to be most effective. One area that sets us apart is our attention to the tax aspect of those strategies. Factoring in your tax situation during accumulation years, as well as during your spending or legacy phases, is critical to optimizing your financial security and freedom. We partner with our clients' CPA and attorney to create, implement and maintain tax-efficient strategies that work both now and in the future.

I came to Edward Jones 22 years ago, opening the second office in Denver. Prior to joining the firm, I was self-employed for six years. I currently serve as the longest tenured office in Denver. I am also the training leader for the Denver Metro Area.

I attended the University of Illinois and graduated with honors in 1991 with a Bachelor's degree in finance. In addition, I earned my AAMS® designation in 2003 and my CFP® certification in 2010.

My wife Lisa and I have two boys, Gus and Leo. Lisa co-founded the consulting firm Thought Ensemble in 2008. I served as president of the Highlands Merchants Association from 2000 - 2005 and also served as Street Fair Chairman from 2000 - 2008. Lisa and I have been involved with Denver Lions, Big Brothers and Big Sisters, Wee Cycle and Capitol Hill Community Services. We enjoy golf, travel and summertime in Colorado.