With 27 years of experience as a Financial Advisor, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to assist my clients in structuring balanced portfolios to address their specific financial goals.
Before entering the financial services industry, I graduated from Fort Lewis College with a Bachelor's Degree in Business. I then worked as a Financial Analyst with Amoco for almost 20 years. In 1998, I joined A.G. Edwards where I worked for 10 years. A.G. Edwards was then merged into Wells Fargo Advisors and in 2020 transitioned to Nations Financial Group. I enjoy serving investors and look forward to helping them meet their financial goals for many years to come.
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.
Away from the office, I enjoy my time in the mountains skiing, hiking and cycling. My wife, Tina, and I live in Littleton Colorado and have three grown children: Cassi (husband Chuck) Carri (husband TJ) Clayton(wife Ashley) along with 7 grandkids. I am eager to have the opportunity to extend our services to you and your family!