Hello and thank you for finding us!

In our practice, we help you understand and achieve your financial goals! We listen, educate and empower. This way, you feel in control when making decisions.

As part of our value, we will work with you to:
-1- Build a meaningful, goals based financial strategy
-2- Organize, build and protect your wealth
-3- Implement tax-efficient retirement income and distribution strategies
-4- Design tax-efficient wealth transfer strategies for your loved ones and charities
-5- Avoid costly mistakes with emotional behavioral counseling
-6- Be proactive during market volatility
-7- Prepare for the unexpected events that may derail your plan
-8- Stay on track with regular "Strategy Reviews" and adjust course as necessary
-9- Build and grow a long-term relationship
-10- Collaborate with your CPA and attorneys to maximize your plan

We work well with technically-minded individuals who want to be good stewards of their wealth, such as:

* Retirees
* Business Owners
* I.T. Professionals
* Engineers
* Architects
* Doctors/Dentists
* Executive Management

In addition, our team also partners with widows, divorcees, minors and others who have unique situations that require special attention.

We enjoy working with people from all kinds of backgrounds. If you are seeking a long-term relationship with a financial advisor, please call or e-mail me today at 303-389-0017 or [email protected]. We hope to hear from you soon!

Thank you,
Jim

About me:
I have been with Edward Jones for 14 years. I am a native of Colorado and married with two beautiful daughters (5 and 2). Our family enjoys lakes, camping, swimming and just about anything outdoors. I recently served as the Chairman for Colorado Youth for a Change, and enjoy giving back, mentoring, coaching and impacting the lives of our youth.

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

Branch Team

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