Welcome to my branch landing page! In my practice, I take the time to understand your life before we look at financial strategies or investments. Once I have a good understanding of your priorities and goals, we work together to make the choices that will keep you on track.

Understanding what is important to you begins with participation in my community. I am a member of Christ Covenant Church in Lakewood. I serve on the West Metro Chamber of Commerce advisory committee, the South Lakewood Business Association board and the Spay Today board, a local non-profit that provides low cost spay and neuter services. You will also find me at the West Colfax Kiwanis meetings, West Colfax Community Association, Applewood Business Association and more. I also coach a boys soccer team as part of the Denver Kickers Soccer Club.

I am originally from Wisconsin – yes, I am a Packer fan. My family and I moved to Lakewood in 2008. Sarah, my wife, teaches third grade and we have three children, a dog named Tula and a rabbit named Pemberley. My previous work experience includes stints in higher education and several different construction trades. It is common for me to draw on that experience as I help my clients navigate their financial plan and stay on track for their goals.

Set up a time to chat to see if we work well together. If so, I will be honored to help you achieve your financial goals.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Insurance & Annuities
  • Socially Conscious Investing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 10:00PM
Thu 11:00AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends

Branch Team

Email Me

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