I have been in the financial planning profession for more than 30 years, and it has become much more than a career—it is a true source of purpose and fulfillment for me. Over the years, I have had the privilege of helping countless clients pursue their financial goals, make meaningful changes to their financial futures, and navigate important life decisions with greater confidence. Most importantly, I have built lasting relationships with the people I serve, many of which have become some of the most rewarding aspects of my career.
Throughout my career, my focus has always been on building strong, trusting relationships with my clients and colleagues. I strive to be transparent, empathetic, and committed to understanding each client’s unique goals and circumstances. My passion is helping clients navigate their financial journey and providing the guidance, support, and strategies they need to work toward the future they envision.
My educational background includes degrees in Business Finance and Business Management from Lipscomb University, along with the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. These educational experiences and professional credentials have provided me with a strong foundation for helping clients navigate their financial goals and make informed decisions about their future.
The CFP® certification represents much more to me than simply a professional credential. It has shaped the way I practice, strengthened the trust my clients place in me, and reinforced the high professional, legal, and ethical standards to which I hold myself accountable. It serves as a constant reminder of the responsibility I have to put my clients’ interests first and provide thoughtful, objective guidance throughout their financial journey. The designation represents much more than a career milestone. It reflects a rigorous personal commitment to excellence, a dedication to high professional standards, and an important part of my identity as a financial professional.
I would be honored to have the opportunity to earn your trust as a client. At Colorado Financial Advisors, our commitment is to you—to understand your goals, provide thoughtful guidance, and be there to help you navigate each stage of your financial journey.
Outside of my career, my greatest passion is spending time with my family and enjoying the outdoors together. We love camping, skeet shooting, skiing, biking, and finding new adventures to experience as a family. My wife, Natalie, is an accomplished piano performer and teacher, and I am incredibly proud of our two wonderful teenagers. Time with my family and the memories we create together are among the most meaningful parts of my life.


