My practice is focused on helping clients find the right strategy for their financial future. You and I work together to make sure that all of your strategies and investments are in alignment with your needs and goals. I aim to serve every family or individual with diligence, integrity and understanding.

Understanding what is important to you begins with participating in our community. I currently serve on the board of the West Metro Chamber of Commerce and volunteer with the South Lakewood Business Association and Spay Today, a local non-profit focused on providing low cost spay and neuter services here in Lakewood. You will also find me at the West Colfax Kiwanis meetings and events, coaching high school girls' basketball or a boys' soccer team with the Denver Kickers Soccer Club.

Clients sometimes find that my previous careers in higher education and small construction businesses play a valuable role in my ability to understand their unique goals and balance the sometimes-competing priorities encountered by families, small business owners and those on the cusp of retirement.

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 teenage children: Elise, Eliana and Elijah, a dog named Tula and a rabbit named Pemberley. Our favorite front range hike is Beaver Brook Trail, our favorite campground is Lost Park and we love to ski Steamboat Springs every year! My son, Elijah, and I are still looking for a favorite fishing spot...

If it would be of value to talk through your strategy, let's set up a time to chat! (Also, call me if you have a good fishing spot that you would like to share.)

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 10:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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