My primary goal is to help serious, individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to plan for retirement, save for a child’s college education, reduce taxes or prepare for life's unexpected events, I can help.
I attended Colorado State University and graduated in 2008 with a degree in political science. I worked in politics for a couple of years, but decided I enjoyed serving people in different capacities, including finance positions within the U.S. Army, health care and education. I graduated magna cum laude from Colorado State University in 2017 with a Master of Science in management and concentration in finance. I also focus on helping small and medium size businesses prepare and plan for exiting their business.
In addition to my professional and education background, I serve on the board of directors of Starpoint, am past president of the Prospectors of the Canon City Chamber Alliance, and actively volunteer with the multiple non-profit organizations. During my time at Edward Jones, I also volunteered to help coach and train newer financial advisors on growing their practice and helping serve their clients.
In my spare time, you can find me on the golf course, playing vintage baseball or traveling around the world with my lovely wife, Cristina.
Now that you have been able to get to know me, I would love to get to know you. By understanding what is important to you, and using an established process to help keep you on track, I can help you work toward reaching your long-term financial goals.