As a boy, my parents taught me the concept of saving for multiple goals. I had three Tupperware containers for my savings, labeled "Short-term", "Medium-term" and "Long-term". It was a basic system, but it instilled important lifelong lessons.

Fast forward to the present day, and I am now a seasoned financial advisor working with clients who are juggling multiple complex goals with varying timeframes. The business owners I serve may look to balance the funding of today's priorities with developing a solid succession plan and retirement strategy. And my pre-retiree clients find themselves balancing short-term goals as they transition out of their working days, while at the same time building a sustainable, long-term and fulfilling retirement.

I really enjoy connecting with people, and one of the most fascinating things in my work is how different every client is, and how different their goals and needs are. That's why I'll take the time to understand you. To be fully comprehensive, this involves a two-appointment introductory process. I want to understand what's important so I can help you live your best life, however you define it.

Using my established process, I craft financial strategies with what's most important to you, and then we partner together over the long term to help work toward those goals. I'm a stickler for diversifying your money so it has the opportunity to work for you in any market condition. And since investing comes with some element of risk, I make sure to understand your comfort level so you feel confident in your strategy and secure in your future.

Thanks to technology, my branch partner, Carol Brunson, and I can work with clients in all 50 states with the same caliber of service. Our practice comprises many clients across Colorado, Arizona and Texas.

Outside the office, I enjoy hiking, camping and mountain biking with my wife, Sylvia, and my dog, Clyde. I've also been a proud Big Brothers Big Sisters volunteer for six years.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Community Outreach
  • Art & Theater
  • Cooking
  • Football
  • Pickleball

Office Information

Office Hours

Office Hours
Mon 07:30AM - 06:00PM
Tue 07:30AM - 06:00PM
Wed 07:30AM - 06:00PM
Thu 07:30AM - 06:00PM
Fri 07:30AM - 06:00PM
Sat 08:00AM - 01:00PM
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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