I am originally from New Smyrna Beach Florida and moved to Colorado in 1985 when I was honorably discharged from the United State Air Force. I entered the financial services industry 18 years ago with the goal of not only building financial knowledge for myself and my family, but also helping working families and business owners develop thoughtful, sustainable financial plans for their futures.

Today, my planning philosophy is rooted in the principle of “begin with the end in mind.” While much of the traditional focus in financial planning is on accumulating assets for retirement, I place equal emphasis on how those assets will be strategically spent throughout retirement. By starting with the end goal, the accumulation phase becomes more intentional and dynamic, helping clients make more informed decisions about cash flow and how their assets can support them throughout retirement.

As a fiduciary, I am committed to putting my clients’ interests first when providing advisory services. I provide thoughtful, well-researched advice grounded in careful consideration of each client’s unique circumstances. Every recommendation is tailored to their individual financial situation, risk tolerance, and long-term goals, with the aim of helping them make informed decisions with confidence.

I strive to align my clients’ financial decisions with the values that matter most to them, helping them feel more confident, intentional, and purposeful in how they manage and use their money.

Outside of work, I love spending time outdoors—hiking, fly fishing, tying flies, and, perhaps most importantly, attempting to learn how to play golf. I’m also grateful for the time I get to spend with my wife, Susan.

One of life’s lessons I’ve come to believe in is that we should build our lives around the people we love and the things we enjoy doing. I’m grateful to have the opportunity to work in an industry where I can help others pursue their lifelong dreams and work towards their financial goals.

For me, earning someone’s trust and confidence is one of the greatest compliments I could receive. It’s a privilege to be trusted with something as important as helping people plan for and live the life they envision.