My goal is to offer you the best guidance, information and help to help you achieve what is most important to you. Early in my life, it was clear that I had a passion for helping others, whether it was coaching at a professional basketball camp in high school or helping to educate coworkers on how to invest in their 401(k) in order to best meet their needs in my early corporate career.

That same passion brought me to Edward Jones, where I not only spend a lot of time educating my clients, but I have also had the opportunity to work with an non-profit organization, where I have helped a local high school teacher in educating students how to understand the basics of personal finance and money management.

Since becoming a financial advisor in 2004, I have emphasized the need to work as a team member with each of my clients' trusted professionals, such as CPAs and/or attorneys, to help ensure that all parts of the plan work toward the main goal of "what is important" to my clients.

Our team serves a variety of clients' needs, ranging from wealth strategies and managing retirement income to savings for college education. This can be for individuals, couples and unique multi-generational families.

My branch office administrators, Michelle Lindo and Mary Underwood, have over 35 years of experience in the financial industry. They are committed to creating the best client experience possible and are available to answer clients' non-financial questions.

In addition to work and family, I prioritize giving back to the community. I am a founding member of Colorado Feeding Kids and I am active with the Aurora Chamber of Commerce and the Smoky Hill Rotary.

Focus areas

  • Wealth Strategies
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Wine Collecting/Enthusiast
  • Traveling
  • Cooking
  • Animal Rescue
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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