Our team helps coordinate the financial affairs of a select group of families, retirees, business owners and nonprofit organizations around the country. We believe in providing education for clients to help them make the best decisions about their financial strategies. We aim to simplify and clarify clients’ financial lives.
As an Edward Jones financial advisor, I believe it’s important to invest my time understanding what’s important to you and what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and your family, including investments, estate considerations, insurance and education savings. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
Our office is located in beautiful Estes Park, CO – gateway to Rocky Mountain National Park. My wife, Michelle, and I moved our two children, Kellsie and Noah, to Estes Park in 1995 so they could grow up with the western lifestyle we deem so important. Our family enjoys skiing, rock climbing and anything that includes a horse. I am active in our community and proudly serve as a member of the award winning Rooftop Rodeo Committee. One of our special focuses is working with folks in the rodeo community around the country including local rodeo committees, their members, athletes and contract personnel.
How can we help you achieve your dreams?
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