I am a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience. The most rewarding part of my career has been the ongoing relationships I have with my clients and witnessing their dreams come true.

I listen to understand my client's complex needs, goals and desires. Whether it is planning for retirement, income during retirement, transferring wealth or something very specific like buying a house or saving for college, you've found a financial advisor you can count on to help you achieve what is most important to you.

I collaborate with your CPA and estate attorney to address each facet of your financial strategy. I use an established process to analyze your situation, tailor a comprehensive strategy, invest your assets and address any blind spots you may not see. When you choose to partner with me as your financial advisor, you can expect honest, technically sound strategies and regular communication to help keep you informed and on track.

My wife, Nubia Madrid, is also an Edward Jones financial advisor. We are passionate about serving our community and helping people from all walks of life. We have two daughters (7 and 4) who participate in dance, karate, basketball and gymnastics. We enjoy camping at lakes, swimming, riding bikes and more.

I am a former chairman of the board for Colorado Youth for a Change, a former Big Brother in the BBBS Foundation, and have volunteered as a youth and middle school basketball coach for over 15 years. Currently, I'm having a blast coaching my daughter's team. It is my coach's heart that sets me apart from other financial advisors.

If you are an individual, family, widow, business owner, entertainer, or professional athlete seeking a relationship with a CERTIFIED FINANCIAL PLANNER™ professional who has both ethics and experience, please contact me today at [email protected] or 303-389-0017. Thank you.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Divorce Finances
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Camping
  • Sports Enthusiast
  • Volunteering
  • Traveling

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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