When I came to a crossroads in my career as a successful wine importer in New York City, there was a very short list of professionals that I wanted to speak to about a potential career change. My financial advisor was on that list. She provided me with valuable insights into her career and the confidence to move away from what had become a professional rut, even if I didn't realize it at the time.

In 2008, I began my Edward Jones career as a financial advisor in Englewood, CO. Today, I am humbled to have earned the trust of over 200 clients across Colorado and many states nationwide. What initially drew me to a career here, was the culture and values of the firm. I believe the amount of personalized care and attention that is given to each client is unsurpassed in this industry.

I believe it’s critical to invest my time in understanding what you’re working toward before you invest your money. It’s equally important to understand the level of risk you’re comfortable accepting when investing so that we can balance it with the steps necessary to reach your long term goals.

My ideal clients are those that want to thoughtfully work towards financial goals that range from preparing for retirement, sending a student to college, or handling complex estate considerations. No two financial scenarios are the same, and I have the tools and experience at my disposal required to support you through all life phases.

My wife of 19 years and I live in Denver along with several pets. We enjoy live music, dining, travel and winter sports. I am currently the vice president of the Englewood Education Foundation and have been on the board for over 10 years. Education is a passion for me and helping students afford college is one of the most rewarding things I do for our community and for my clients at Edward Jones.

I welcome the opportunity to learn more about you and your goals. It all starts with a conversation. Let’s talk.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • LGBT Finances
  • Charitable Giving
  • College Savings
  • Business Retirement Plans

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

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