With more than 15 years of experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and financial goals before investing any money.

Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your tax professional, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations, wealth protection strategies, as well as charitable giving, to personalize a strategy that is appropriate for you and your family.

I earned the AAMS® professional designation from the College for Financial Planning. I earned my bachelor's degree from the University of Denver and my master’s degree from the University of the Pacific.

Some of my passions include spending time with my wife, Keri, and my 9-year-old daughter, Stella, and our dog, Sunny, a Cavapoo. I enjoy volunteering on a variety of committees to support my daughter’s elementary school. I enjoy reading, hiking and spending time in the mountains. I am also passionate about traveling, and while I was attending the University of Denver, I studied abroad in Chile.

If you would like a second opinion on progressing toward your financial goals, please call or email our office.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Hiking
  • Soccer

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