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 LPL Financial (a registered broker/dealer, member FINRA/SIPC), and I hold Series 7 with LPL Financial and the series 66 with LPL Financial and GPS Wealth Strategies Group. I’m a Chartered Retirement Planning Counselor (CRPC®). I am also a Dave Ramsey SmartVestor Pro (The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of GPS Wealth Strategies Group LLC or LPL Financial).
Securities offered through LPL Financial, member FINRA/SIPC (finra.org, sipc.org). Investment advice offered through GPS Wealth Strategies Group LLC, a registered investment advisor. GPS Wealth Strategies Group LLC and True Wealth Advisors Inc. are separate entities from LPL Financial.
The LPL Financial 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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