Professional
I am passionate about helping my clients work towards financial success. I am both professional and personal, offering my clients comprehensive wealth management advice while genuinely caring about their lives and futures. I invest in long-term relationships with my clients that are built on trust, integrity, and respect. Whether you are seeking advice for investments, retirement planning, education plans, estate planning, I will assist you in pursuing your financial goals.
Personal
I have been married to my lovely wife, Kenna, since August of 2013. We have four wonderful children. We live in Castle Rock and enjoy all that this beautiful city has to offer. We are involved in our church and are both actively serving together. Kenna is the kid’s ministry coordinator at our church and a proud Charlotte Mason homeschool momma. For fun, I love to read, hack around at a golf ball, and play all racquet sports. I am also an avid Colorado sports fan – Go Buffs!
Qualifications
I graduated from the University of Colorado with a BA in Business Administration. I am a registered representative with Osaic Wealth (a registered broker/dealer, member FINRA/SIPC), and I hold Series 7 with Osaic Wealth and the Series 66 with Osaic Wealth. I’m a Chartered Retirement Planning Counselor (CRPC®).
The Osaic Wealth registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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