From a young age, I learned the value of money from my Dad, a small business owner. He passed away when I was 11, leaving Mom to raise my older brother and me. What we could afford came up in conversation enough that I decided at age 13 to help my family make ends meet. I asked the vice principal of my middle school for a work permit, so I could get a job. He laughed and replied, "You don't need to work." I disagreed. By the time I was a senior in high school, I had two part time jobs, volunteered with autistic children and operated a small computer business out of my home, all while graduating with honors.

Years later, I received an accounting degree with honors from the University of Maryland, College Park. After an internship with KPMG, I joined a regional CPA firm to become an accounting professional. Then, I worked for Lockheed Martin, which brought me to Colorado, before becoming an adjunct instructor at Arapahoe Community College and a financial advisor with Edward Jones in 2015.

Currently, I reside in the Denver metro area with my wife, daughter, two dogs and a small flock of chickens. I hold a CERTIFIED FINANCIAL PLANNER™ professional certification and I sit on the board of directors for Bona Vias, a 501(c)(3) nonprofit offering continuing adult education for financial well-being.

Clients I best serve:
- Pilots who value a solid right seat
- Engineers and developers requiring a comprehensive design
- Attorneys that dot i's, cross t's, and also dot lower case j's
- Coaches that sometimes need an audible play
- CPAs wanting to be their own best client
- Business owners looking to sail into the sunset
- Laborers building a better life for their family

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Traveling
  • Movies & Entertainment
  • Cycling
  • Hiking
  • Bowling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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