I have my dream career and I see my job description differently than other financial advisors do. In a business driven by cold, hard numbers, I have found since becoming a financial advisor in 2006 and regional leader in 2018 that the best way to make a positive difference in peoples’ lives is by being a listener, an ally, a sounding board and a problem-solver first.

I believe that when a person entrusts me with their hard-earned assets, they deserve nothing less than a financial advisor who will always put their best interests first, who will make it his mission to serve them honestly and objectively and who will bring his skills to bear on his clients’ behalf. This emphasis on ethics, values and service has helped me build lasting relationships and positive outcomes for individuals, couples and families alike, whether it’s a single woman in her 60s who needs help positioning her assets for retirement, a couple struggling to balance many financial priorities that come with a family or a successful business owner seeking to build a foundation as solid as their business in their personal financial lives.

That’s not to diminish the importance of performance and technical know-how. The personalized strategies that I develop for my clients are detailed, solution-driven, results-oriented, closely monitored and supported by best-in-class tech tools, along with world-class client service.

Focus on people and what's most important to them - it’s a philosophy that works for me, and more importantly, one that works for the financial well-being of my clients.

This year my wife, Cindy, and I celebrated our 22nd anniversary. We have two teenage children who keep our lives busy and fulfilled. We love all things Colorado has to offer - camping, skiing, biking and a good walkabout in the mountains.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Camping
  • Football
  • Skiing
  • Tennis

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

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