Qualifications
I graduated from the University of Michigan in 1981 and eventually found my way into the investment business with Boettcher & Co in 1986. I hold the Series 7, 8, 65 and life, health and variable insurance licenses, including Long Term Care. I have also earned the firm's internal, professional designation of Accredited Wealth Manager (AWM). The AWM designation demonstrates advanced knowledge of the firm's wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, and estate planning strategies. RBC Wealth Management does not provide tax or legal advice.
Personal
Having been raised as a U.S. Air Force dependent in too many places to mention, my wife Laura and our triplet sons settled in Castle Rock. Since 1995, my volunteer time is spent as a Board Member of the Food Bank of the Rockies. I am currently Chairman of the annual Joe Sakic Celebrity Classic/Bringing Hope to the Table Celebration, which has raised over $5 million for children's food programs in Colorado. My son Andy joined my practice in 2012. Any spare time is spent playing golf, boating, and working in the yard.
