About Us

I find purpose in helping clients simplify their financial life by providing clarity, confidence, and consistency. I often work with several generations within families and truly enjoy the relationships built over the years.

I began my career with Wells Fargo and spent 17 years there in the bank and as a Financial Advisor. I became an independent Financial Advisor in 2022. I received a Master of Science in Personal Financial Planning from the College for Financial Planning and a Bachelor of Science in Finance from the University of Colorado at Denver. I obtained the CERTIFIED FINANCIAL PLANNER® certification in 2013.

I am married to my wife, Erika, a hospice and palliative care Registered Nurse. We have two children, Sofia and David. I enjoy coaching their sports teams, playing tennis, skiing and snowboarding, and hiking. My son and I are working towards hiking all of Colorado’s 14er mountains.

I have always loved connecting with people and building meaningful relationships. Combined with my passion for finance, that led me to a career focused on helping people manage their money with confidence so they can achieve their dreams. I graduated from Grand Canyon University with a degree in Financial Planning, confident that I was ready to help others turn their financial goals into reality.

Outside of work, I love spending time with friends and family, staying active, and enjoying all that the Colorado outdoors has to offer. I’m also passionate about travel, with a goal of visiting 30 countries by the time I turn 30.

I am a Candidate for the CFP® Certification. I passed the exam in 2025 and am currently working on the experience portion of the certification.