I've been helping clients reach their financial goals for nearly 30 years. I graduated from the University of Denver in 1991 and got into financial planning right away because I liked the idea of helping people build something that would give them security and options down the road.
I specialize in long-term retirement planning and work with individuals and small companies across various industries, building investment plans to fund retirement. A lot of my clients are teachers and their families, which makes sense given that my wife, Stacey, is a principal in Cherry Creek Schools. I understand the unique challenges educators face when it comes to retirement planning, and I enjoy helping them navigate those decisions.
Stacey and I have been married for over 20 years and have four children. We enjoy skiing in the winter and traveling when we can.
I'm registered to offer securities and advisory services through Geneos Wealth Management, Inc., an independently registered broker/dealer, a member of FINRA/SIPC.