About Elite Wealth

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 personalized retirement planning & investment advice. My experience allows me to work through complex financial situations on behalf of my clients.

I grew up in a football family, which taught me many life lessons. 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.

We're established & personable.

< 100

Current households served

$73 million

Assets under management (per ADV filed 3/17/2024)

How We Invest

Not all investment firms are the same. Here are some of the investment ideologies we believe & practice with clients:

Simple > Complex

Financial markets are complex, your investment strategy doesn't have to be

Consistent Communication

Whether the market is moving up or down, we engage with clients to iterate the strategy

Evidence-Based Decisions

Analyzing market history & probabilities to better understanding investing in today's market

Globally Diversified

Investing outside of the United States creates a well-rounded portfolio strategy

Low Cost

Your returns shouldn't be eaten up by fees, and we aim to reduce the overall cost of investing

Tax-Efficient Focus

From account selection to investment choices, we consider the potential tax impact

The Long-Term Investor Mindset

Build wealth gradually; not get rich quickly. We're investors; not day traders. We accept short-term volatility in exchange for long-term growth.

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