I served in the U.S. Army for over 21 years. I served as both an enlisted Infantryman and Infantry Officer. During my career, I participated in multiple operational and combat tours around the globe. I have led several small and mid-size units, ranging in size from 4 to 400, during both garrison and combat operations.
Upon retiring from the Army, I elected to attend law school at the University of Wyoming. I was awarded the Excellence in Advocacy Award and earned Dean’s List recognition for outstanding academic performance.
I joined RBC Wealth Management shortly after law school graduation. I hold the Series 7 & 66 FINRA licenses along with several state insurance licenses.
My education and experiences ideally situate me too effectively address your financial needs.
I am in the process of earning my CERTIFIED FINANCIAL PLANNER™ certification at the College of Financial Planning. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
My family and I reside in Timnath, CO. We enjoy spending time with family & friends and enjoying the Rocky Mountain Region.