Allowing someone into the world of your finances can be deeply personal and it is important to select someone with a wealth of practical knowledge, personal experiences and passion for people to be your trusted financial advisor. It all starts with two question – what's most important to you? How are you going to get there?

I have a wealth of knowledge in finance and achieving goals for my clients. I am a local Coloradoan, born and raised in beautiful Boulder. I have a business degree from CCU and a master's degree in financial planning from Sydney, Australia. What took me there down under to OZ-stralia? I am glad you asked...

For the last 14 years, I lived in Australia and married the love of my life. She brought me to OZ but the adventure of a lifetime kept me there. I love rugby, good mates and good food. When not working hard for my clients I can be found spending time with my kids, coaching youth sports, camping, hiking and going on dates with my wife.

I have a passion for helping my clients achieve what is important to them and partnering with them to help them achieve it. I have 15 years' experience as a financial advisor and many more life experiences traveling around Australia, New Zealand, Fiji and southeast Asia.

The work I get to do strongly inspires me. Financial theory and behavioral finance are two areas that can help clients achieve their goals and dreams. I get to help individuals make the best decisions for themselves and their families in the midst of a complex, fast paced and sometimes overwhelming world. I help transform the complex into manageable, understandable solutions for you. Call me today – let's talk and see how I can partner with you to help achieve your most important goals.

Focus areas

  • Wealth Strategies
  • College Savings
  • Insurance & Annuities
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Rugby
  • Spending Time with Family
  • Camping
  • Coaching Sports
  • Gardening

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More