Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Business Retirement Plans
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies

Education

  • Arvada West High School - 1999
  • University of Colorado - Finance, 2004

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • SVP - Regional Manager for Investment Centers of America 2012 - 2016, Denver, Colorado, 4
  • Business Development Consultant, Jackson National Life, Denver, Colorado,2005 - 2010, 5
  • Public Finance Associate, Stifel Financial Corp, 2002 - 2005, Denver, Colorado, 3

Community participation

  • Served on the APEX Foundation in Arvada, Colorado
  • Member of Arvada Chamber of Commerce
  • Completed the 2017 Leadership Arvada Program for Arvada, Colorado

Interests

  • Volunteer Coaching Beau & Beckett's Colorado Edge Soccer Team in Arvada, Colorado
  • Volunteer Coaching Beau & Beckett's T-Ball team with the Arvada Apex
  • Volunteer Coaching Beau's Basketball team with the Arvada Apex
  • Going on dates with Lisa in Olde Town Arvada
  • Cheering on Denver's Professional Sports Teams such as the Denver Broncos, Denver Nuggets, and Colorado Avalanche

My photos

3 albums
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