I began my career as a Financial Advisor in Boulder in 2006. With over fifteen years experience managing the wealth for a select group of families, I believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with your family, CPA, attorney and other professionals, we can determine the most appropriate financial strategy for you. Our branch team values personal relationships based on a deep understanding of your unique financial needs, and uses a solutions-based approach tailored to your goals.
I currently hold the AAMS designation from the College for Financial Planning by successfully completing their 12-module professional education program, passing the final examination, committing to its code of ethics and agreeing to pursue ongoing continuing education. In the past, I have served on the planning committee for the Alzheimer's Association's Walk to End Alzheimer's event in Boulder, CO. I am a charter member of the Rotary Club of Niwot, and have served on the Board of Directors of this organization for many years. In my spare time, I enjoy playing golf, traveling and riding my mountain bike. My wife Dany and I currently live in Erie, CO, and enjoy spending time with our new granddaughter.