As a financial advisor since 2012, I have helped business owners and hardworking individuals build strong financial futures through practical, tailored strategies. Since founding Fuerst Financial in 2016, I have focused on retirement planning, investment advice and management, as well as distribution and tax strategies – helping clients make informed decisions.
The Fuerst Financial Approach
- Clear Goals & Simple Strategies – Understanding why you’re making financial decisions makes it easier to stay committed.
- Straightforward, Honest Advice – No sugar-coating, no unnecessary products, no sales pitches. Just solid financial planning.
- Client-Centered Planning – Helping clients identify what’s important, assess resources, and build a strong foundation for long-term success.
- Education & Guidance – Ensuring clients not only receive helpful advice but also understand why it’s the right decision for them.
Before entering the financial industry, I spent a decade as an embedded firmware engineer for a technology company in Boulder, Colorado. My background in engineering and problem-solving provides me with a methodical, logical approach to financial planning – helping clients simplify complex financial decisions into clear, actionable steps.
In 2023, Pam and I, along with our three awesome kids, moved from Colorado to our dream property in Oklahoma. We enjoy everything outdoors from raising animals, fishing, hunting and canoeing on our property to racing our kids on dirt bikes.
Get Started
My team and I service clients in Colorado, Oklahoma and across the United States. I welcome new clients who are committed to building their financial future. Whether you prefer a phone call or email, reaching out to Fuerst Financial is the first step in gaining financial clarity and confidence.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.