By listening carefully to the individual needs of my clients, I am able to help create a customized wealth plan that best allows them to achieve their personal financial goals in order to experience the meaningful life they envision.
After more than 16 years in the nonprofit sector, I entered the financial services industry in 2022 to continue helping people—but in a more personal and customized way. My goal is to provide clients with wealth planning strategies to help them achieve financial peace.
I received my bachelor’s degree from Colorado College and earned a master’s degree in public administration from the University of Colorado. I have passed the SIE, Series 7 and 66 exams and hold my Colorado life and health insurance licenses.
I am active in my community, serving as board vice chair and treasurer for Downtown Partnership of Colorado Springs, an organization that helps promote the economic, civic and cultural vibrancy of the downtown area. I also serve as board treasurer for the Cultural Office of the Pikes Peak Region and a board member of Goodwill of Colorado Foundation.
With my wife, Kate, and our two children, Elizabeth and Josephine, I am passionate about the outdoors and enjoy food, wine, travel and the Pikes Peak region.
