I am honored to have the opportunity to learn more about you and what's important to you and your family. I enjoy developing personalized financial strategies that fit you, your family's and your business needs and goals.

I have been a resident in Colorado for over 20 years. I grew up in Fayetteville, North Carolina, home to Fort Bragg. My father was an 82nd Airborne Paratrooper and my mother was a small business owner.

In my childhood years, I would spend many summers working (and playing) on the farms of my aunts and uncles in rural Tennessee. From planting beans to harvesting hay, I was able to get a glimpse into the hard work of farm life.

I often credit my work ethic and desire to serve others to my childhood experiences and the role models of my parents.

After high school, I attended and later graduated from the University of Houston. I earned a Bachelor of Arts degree in communication. In 2016, I completed my Master of Business Administration from Western Governors University.

As a former corporate executive, entrepreneur and business owner, I understand the extraordinary demands, responsibilities and pressures faced daily by individuals in these roles.

As an entrepreneur, I have owned and operated a variety of businesses including radio stations; as well as, an ecommerce, video production and internet marketing companies.

In my personal life, I have four grown children and four grandchildren. Over the years, I've volunteered as a fire-fighter, high school baseball umpire and high school basketball coach.

Outside of the office, I enjoy traveling, cooking, backpacking and hiking Colorado's 14'ers, 13'ers and centennials. I am an avid college football and basketball fan.

Throughout my life, helping and serving others has been an integral part of who I am. I chose a career in financial services because I am passionate about making a difference in the lives of individuals and families and supporting business owners.

Focus areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • College Savings
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Cycling
  • Hiking
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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