I work with a select group of successful families who want to live without financial worries. That means taking a comprehensive approach—investment consulting, advanced planning, and relationship management, so everything is working together and nothing is overlooked.
I also serve as Chief Financial Officer of G5 Financial Group, where I manage all financial aspects of the firm, including our relationships with Geneos Wealth Management and other business partners. After more than 35 years in this industry, I've learned that good financial management—whether for a family or a firm—comes down to the same things: clarity, organization, and making sure the right people are talking to each other.
I'm a CPA and graduated from Colorado State University with a degree in business administration and accounting. I spent more than nine years as an audit manager at Ernst & Young in Denver, then served as CFO of a local estate planning company for seven years before joining G5. That background gives me a solid understanding of both the tax and operational sides of wealth management, which helps when we're coordinating complex strategies for clients.
I've been fortunate to serve many civic and charitable organizations over the years, including the Denver Chamber of Commerce and the American Diabetes Association, where I served as board chair for the Colorado Affiliate. As an Eagle Scout, I've stayed involved with the Denver Area Council of the Boy Scouts of America in various roles, including committee chair for Troop 140. I'm a past Board Chair and Trustee of Regis Jesuit High School and now serve on their Council of Regents. I am also a trustee at Regis University and chair of their audit and risk management committee.
My wife Lori and I are both Denver natives and live in Foxfield where we raised our four children: Tony, Alyssa, Anna, and Christina. We currently have 4 beautiful grandchildren. When I'm not working, I'm usually traveling with Lori to different parts of the world (ask me about Antarctica or South Africa) or outdoors—skiing, playing golf or working in our yard.
I'm a registered investment advisor and offer securities and investment advisory services through Geneos Wealth Management, Inc., a member of FINRA/SIPC.