Client Relationship Manager
My whole life I have been fascinated by investing and the concept of having your money work for you, after you have worked so hard for your money. I apply this same investing philosophy to our client's financial plans. My goal is to provide simple, straightforward strategies and answers to your financial situations with excellent personal service.
Although I am the newest member of the team, I carry with me 3 years of Financial Services industry experience, as well as 1 year as a Financial Advisor at Edward Jones. I joined Joey's team because of the solid moral code and freedom that working at an independent firm provides. I never compromise on doing what is best for our clients and always pass on the benefits of that freedom to you. Client service is my passion, and we focus on providing you the best client service possible and always tailor our support to your individual needs.
As you can tell from my picture, I am a bonafide bearded local mountain man in my free time. I am passionate about anything Colorado, and I am proud to be a part of the beautiful and unique town of Erie. I grew up in Longmont, Colorado and have been in love with the front range ever since. Ask me about camping, hiking, cars, music, or my fiancé Ashley! Hope to meet you soon.