A North Dakota native, I've lived in Colorado since 1996 and have been serving Edward Jones clients here and throughout the country since 2005. Our team specializes in partnering with high net worth families in or near retirement, as well as business owners. Our clients most often have complex needs, and as an advisor, I very much enjoy the in-depth planning this entails.

More importantly, I am here to serve my clients in so many more ways than just managing their money. I partner with my clients to guide them throughout life in good times as well as bad. I help them to identify goals and make plans to achieve them with purpose by avoiding common investor mistakes and protecting against the unexpected. Our team loves to celebrate with our clients when the customized plan we built together leads to personal and financial success.

Deeply serving clients is much more than a one-person job, and I am deeply grateful for my teammate and branch office administrator, Tabetha McGinnis. Tabetha goes above and beyond for our clients – they adore and trust her completely.

Tabetha has been married to her husband, Mike, since 2013, has two daughters (Chelsea and Lindsay) and two grandchildren (Sydney and Weston). She grew up in Vermont before moving to Colorado.

I've been married to my wife, Madelyn, since 2002. We have two high school children (Lexi and John). Our family is a basketball family – I have volunteered as a coach for 12 years, but now enjoy watching both kids compete year-round.

Outside of the office, I spend a lot of time outdoors – walleye fishing and hunting are my passions. My family loves to travel. I've visited over half the U.S states and 10-plus countries, including a family mission trip to an orphanage in Guatemala. Family time is very important to us and we always look forward to our next adventure.

I look forward to the opportunity to help you create your personalized plan to achieve your financial goals. Please give me a call to see how I can help.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Basketball
  • Fishing
  • Hunting
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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