Qualifications
After attending Colorado State University and earning a Bachelor of Science degree with a major in agricultural business, I began my business career with a distributing company in the Denver area. I entered the financial services industry in 1980 with Boettcher & Co, a local municipal bond underwriter. I joined RBC Wealth Management as a Financial Advisor in 1999.
Additionally, I have served my community since 1991 in various roles, including the Treasurer of the town of Parker, a board member and Treasurer of the Parker Water and Sanitation District. Prior to this, I was President of the Rowley Downs Homeowners Association. I also recently served as a board member on the RBC Wealth Management Scholarship Fund.
Personal
Janice and I currently live in Lone Tree, Colorado. Prior to that I lived in Parker, where I had resided since 1970. I have two daughters. Larissa is a graduate of the University of Northern Colorado and is currently teaching for Douglas County School District. Kaylan is a graduate of the University of Denver and is currently working for the Bank of Montreal in Chicago, IL. I enjoy hunting, fishing, skiing and golf.
Wealth management styles
Three different platforms:
- Traditional Brokerage Account: Commissions are charged on buys and sells on a non- discretionary basis.
- Fee based Advisor Account: No commissions; the fee is charged quarterly against the total value of the account based on account size and type of security, non- discretionary.
- Portfolio Focus: Personalized portfolio management program only available from a select group of financial advisors screened by RBC Wealth Management. I make investment decisions on your behalf with full discretion and oversight of RBC Wealth Management. Accounts are modeled to your risk reward profile, weighted by sector, position and can only hold eligible securities rated by RBC and our research sources. Fee based.
