My mission is to help you achieve what's most important to you...

That means delivering value where you need it most, using my established process to build your personalized strategies and helping you stay on track by partnering together over the long term.

I work with my clients to help them organize, grow, protect and create a legacy with their wealth. Whether you're planning for a comfortable retirement, enjoying retirement, paying for education or protecting the financial future of those you love, we'll partner together to develop specific strategies to help you achieve each of your financial goals.

I am joined by Sr. Branch Office Administrator Natalie Bowen. She has been serving our clients for 15 years. Outside of work, Natalie is married to Bill Bowen, the best plumber in Colorado. She is the mother of two, Brad and Courtney, and a grandmother of two, Joseph and Elizabeth.

Our clients are not only supported by our branch team but also thousands of colleagues at my firm working in our home offices. In addition, I will work with your tax professional, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

Being placed in such a position of trust is a privilege, and I honor that trust by listening to your needs and always offering objective and sound advice. I will learn what is important to you, put your interests first and partner with you to be your financial advocate.

Beyond the office, I am happily married to my beautiful wife, Casi, and we have two amazing daughters, Chloe and Gigi. Casi is an entrepreneur and nurse. Chloe is a sophomore and attending the University of Nevada, Las Vegas. Gigi is a sophomore at Erie High School and plays soccer. We are Colorado natives and enjoy all that this beautiful state has to offer.

Serving my clients with clear eyes and a full heart.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Music
  • Traveling
  • History and Museums
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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