Advisor profile


My approach

At Springs Wealth Group, we believe clients shouldn’t have to choose between a passion-fueled lifestyle and financial security. We use our experience to help clients live a life they love by providing advice, managing investment strategies to help grow wealth, and by taking action around their own values and communities. We know financial planning is not one-size-fits-all, so we focus on creating a truly personalized strategy to support each of our clients in living a truly ’wealthful’ life.

I have 24 years' experience and have partnered with both individuals and businesses/organizations to help them align their financial strategies with both their individual lifestyles and long-term goals. Working with a select group of families, we use a consultative process to gain a detailed understanding of our clients’ deepest values and goals. We then employ customized recommendations designed to address each client’s unique needs and goals beyond just investments.

When I’m not busy collaborating with clients to help them live their best life, I can likely be found somewhere in eastern Colorado working on one of my ranches, chasing my kids around to their activities, or hunting anywhere I can hunt. I currently live in Rush, Colorado and travel daily to Colorado Springs.

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Retirement Plan Distribution
  • Investment Management

Education

  • B.S Animal Science & Economics, Colorado State University, Fort Collins, CO

Awards & recognition

  • Springs Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024