With over 20 years of experience in the financial services industry, I've always been passionate about helping people with their investment decisions. I love the complex challenges and rewards of my job, but most importantly, I enjoy the opportunity to make a meaningful impact on my clients’ lives.

My branch team, Cindy Wells, Tori Simmons and I, are proud to serve and assist a wide variety of clients: multi-generational families, pre- and post-retirees, and business owners. In order to provide comprehensive service, we will work closely with your CPA, attorney and other professionals to ensure we are all unified toward meeting your goals.

I graduated from Colorado State University with a Bachelor of Science in business administration with a concentration in finance. Upon graduation, I moved to Chicago to work for Goldman Sachs as a vice president and regional director in asset management for over a decade. In the fall of 2010, I took a role with JP Morgan's Investment Management Division in my home state of Colorado as a vice president and client advisor. I'm continually learning, and in order to better serve my clients, I earned the Chartered Retirement Planning Counselor, (CRPC®), as well as the Certified Investment Management Analyst, (CIMA®) designations.

On a personal note, I was born and raised in the south suburbs of Denver, CO. I've been married to my wife, Lynn, for over 15 years, and we have two kids, Elle and Gavin. We spend all the time we can together as a family and enjoy traveling around the world, skiing, golfing and enjoying all that Colorado has to offer.

I welcome the opportunity to learn more about you and your financial priorities. It all starts with a conversation; please feel free to call me at (303) 730-7616 for a complimentary consultation.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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