After earning my Bachelors degree in Finance from Berry College, I entered my career to explore my passion as a financial advisor with Union Bank of Switzerland. I completed my training and earned the Series 7 and Series 66 accreditation in early 2005. In 2008/2009, I also earned the distinguished CERTIFIED FINANCIAL PLANNER designation. After spending several years with UBS and Mutual of Omaha, I decided to become an independent Financial Advisor with Colorado Financial Advisors based in the Denver Tech Center. As an independent advisor, I am able to grow my practice by helping business owners and families in Colorado accumulate as much wealth as possible and distribute it in the most tax advantaged manner allowed under our current tax code.

My passions in life are not limited to the field of financial planning. When I am not at the office    , I immensely enjoy spending time with my family. I am very blessed to be married to my wife, Chrystal, who is an excellent mother and outstanding teacher for Douglas county schools. I am also very proud of my daughter, Heidi, who excels in dance and art and my son, Hudson, who enjoys golf and is an excellent baseball player. Some of my favorite activities include hiking, camping, golf, softball, and skeet shooting. One of my fulfilling endeavors is coaching my son’s youth baseball team and creating lasting friendships with the families that are part of our organization.