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Our Team



Making the complex feel simple; that’s my primary goal for the clients that I advise. I’ve been in the industry since 2006, which has given me some very interesting and challenging market cycles to navigate with investors. I specialize in investment advice & retirement planning for business owners, corporate executives, and wealthy families. My experience allows me to work through complex financial situations on behalf of my clients. I believe in a personalized approach to wealth management, and I’m committed to ongoing industry education to provide the most up-to-date guidance.

I grew up in a football family, which taught me many life lessons that continually shapes my advice.  I played football at the University of Northern Colorado and my dad spent 3 decades as a player & coach in the NFL.  I live in Parker, CO with my wife & two teenage sons.  Our free time is spent playing/watching/coaching sports along with travelling to new places.