I help individuals and families in an increasingly complex and volatile investment environment with clear, straightforward financial advice by converting technical knowledge into practical actionable strategies.

As a 30-plus-year veteran of the financial services industry, I started working at Edward jones in 2018 with a desire to help people achieve their unique goals. Prior to working at Edward Jones, I spent 25 years in a variety of roles with mutual fund firms Invesco Funds Group and Oppenheimer Funds. Utilizing my unique background, I've helped many families navigate retirement planning and other investment and life goals.

My work in this industry has taught me that the number one ingredient to success is one's ability to build relationships. I enjoy getting to know people and learn about all the great things they do! Being curious about people and the investment landscape go hand in hand and are a reason why I love this profession.

I've lived in Colorado since the 8th grade (except for few years in Katy, TX). My wife and I have been married over 30 years and have two adult children: one in Montana with our granddaughter, the other here in Colorado. We love spending time with them and our extended family across the country. I also have a passion for ensuring kids and young adults can experience the outdoors and currently serve on the board of directors for Sky Ranch Lutheran Camp of the Rockies.

Thank you for taking the time to visit my website! I truly enjoy meeting people and I hope we can connect. Everyone deserves to achieve their goals; I'd love to help you establish a strategy to achieve your important and unique goals!

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Business Retirement Plans
  • Intergenerational Planning

My Personal Interests

  • Outdoor Enthusiast
  • Hiking
  • Skiing
  • Golfing
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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