After a close loved one was given poor advice and became involved in a fraudulent financial situation, my passion to help families with their finances became a lifetime mission. I wanted to join a firm that was ethical, respectable and made the client their focus, which made Edward Jones a logical choice.

I was raised in the mountain town of Buena Vista, CO and proceeded to study business at Colorado State University. While at CSU, my interest in finance became reaffirmed. I was hired by Edward Jones in 2008 and in 2017, I was named a limited partner of our firm. I also have the privilege to currently serve on our region's leadership team.

In 2013, I was joined by my teammate, Robin Tomlinson, who has been with the firm since 2008 and shares my dedication to helping our clients feel cared for. If clients have administrative questions, Robin will provide excellent service.

When you work with our branch team, our goals are to:
- Create a comfortable and confidential environment for you to discuss what is most important to you.
- Help you feel heard by asking the right questions and spending time listening to the answers.
- Develop a strategy based on what you would like to accomplish using a well thought out process.
- Communicate the next steps in a simple, easy to understand format to make you feel informed and in control.
- Keep you on track with the strategy that we establish together.

We partner with our clients’ tax and legal professionals to deliver tailored service to help them grow, preserve and transfer their wealth to the next generation.

I am currently involved with the North Ft. Collins Business Assoc. and several other non-profit organizations. My wife, Kristen, and I have two daughters, Gracie and Kamden, and we spend most of our time outside as a family.

We are thankful and humbled by those who choose us, and we strive to be different in how we serve our clients. We appreciate you considering us.

Call 970-416-8766 to schedule an appointment.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings

My Personal Interests

  • Basketball
  • Traveling
  • Outdoor Enthusiast
  • Personal Fitness
  • Sports Enthusiast

Office Information

Office Hours

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

Branch Team

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