Who I Am
After serving over twenty years in the banking and finance industry as a regional president, I turned my focus towards working hand-in-hand with families as a licensed financial advisor. Combining my banking experience and advisory services helps me understand business owners as well as individuals.
Specialization
Helping families and business owners has always been a priority for me and something I truly enjoy.
Hobbies
- I’m a BBQ Master – well, in my own mind at least.
- I’m the first person to ever hit a homerun out of Canyon View Park
- I design and build homes for a hobby
My Commitment
As a Fiduciary I have a legal obligation to always put the client’s interests first. Well, I don’t need a regulation to tell me that’s exactly what an Advisor should be doing anyway. My goal is always to help my clients meet their goals by getting to know them and what’s important.
Favorite Books, Mottos, Quotes
Just make it one more day
Other Info
I’ve always enjoyed helping people. Financial advising is a natural fit for me and it’s rewarding to see families and businesses achieve their goals.
State: Colorado (CO)
Date Joined: 10/5/2023
