Growing up in Colorado, hiking Longs Peak was always on the bucket list. When I summitted and looked out across the Front Range, it reinforced the idea that life is about creating “high points."

During my career as a high school teacher, I thrived building close professional relationships with students and colleagues and found great satisfaction in achieving goals together. I wrote district curriculum, coordinated student trips, mentored student teachers, and coached and refereed a variety of sports.

As the reservations manager for an air taxi and B and B lodge in Denali National Park, AK, I found it deeply rewarding to facilitate the “trip of a lifetime” for many travelers, highlighted by their flight around the tallest peak in North America.

Some other high points have included cycling across America, teaching English in Mexico, hosting community radio and completing an Olympic-distance triathlon. I’ve written two screenplays, played guitar in a teacher rock band, broadcasted amateur sports, and officiated multiple State and National high school wrestling championships.

An avid sports enthusiast, I enjoy skiing, hiking and canoeing, as well as watching my favorite CO sports teams. Other interests include travel, reading, film, music and sharing dinner with family and friends.

I’ve always been most satisfied helping others to grow, develop and find success, and my vision is to serve my community by working toward financial goals together – one relationship at a time.

Successfully caring for families, individuals and business owners has been one of my greatest pleasures. We focus on what's most important to you and use an established process to create personalized strategies to help you reach your goals.

When I can be of service to you and your family and friends, please let me know, and I look forward to working toward reaching high points together.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Sports Enthusiast
  • Skiing
  • Hiking
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More