As a proud community member, I provide customized financial solutions to our clients and their specific needs. Our team, including Brandy Porter (senior branch office administrator), works one on one with our clients. Our tailored solutions are built and maintained with one goal in mind – what is best for the client. By partnering for life, we can help ensure no client is left alone.

Born and raised in Colorado, I have called the Yampa Valley home for over 20 years. I made Steamboat Springs my permanent residence after completing a business degree from the University of Colorado at Boulder in 2001.

As an owner of Premier Property Management of Steamboat (2007-2015), I worked with families and business owners on a variety of projects. I had the privilege to join Edward Jones as a financial advisor in 2015.

With my wife, Lindsey, and two young children, James and Leila, I enjoy what the area has to offer. From skiing/snowboarding to hiking and biking, there is no shortage of outdoor activities we enjoy.

Currently, I am an active member of the Rotary Club of Steamboat Springs.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Active Lifestyle
  • Spending Time with Family

Office Information

Mailing Address

P O Box 773435 Steamboat Springs, CO 80477

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 - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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