Our Team

I am a husband, father, son and servant to the communities I serve.

I am the first in my family to go to college. Growing up, I watched my parents live paycheck-to-paycheck. Money management was not something I learned at the dinner table or in high school. I knew I wanted to change my family’s legacy and the people who I work with.

After graduating from Colorado State University (Go Rams!), I started my career in banking and then progressed into the insurance field running an agency in Greeley. I branched out and started my own independent financial services firm in 2018. I have been in the financial services industry in various roles since 2006. I attended the American College of Financial Services where I earned my Chartered Financial Consultant (ChFC) and my Chartered Life Underwriter (CLU) designations.

Finance and retirement planning is not just about checks and balances, it’s personal. I wanted to seek a deeper and more personal relationship with my clients and I developed a process that is tailored to the individual needs of my clients.

I became a financial advisor to use my passion, talents, knowledge and experience to assist my clients with their personal financial solutions. I do this by educating and preparing them for the financial events they will face. The benefit is a relationship with an advisor that values you and your individual situation.

As a proud husband and father of two, I know and understand the importance of providing a future and a legacy for coming generations. I help my clients achieve this vision for their family and loved ones as well.

Ready to see how I can help you reach your financial goals? Schedule your complimentary session with me so I can learn more about you and see how I can help you get closer to your dream.

I am a Financial Advisor with over 30 years of experience in guiding individuals, families and business owners towards financial well-being with a passion for integrating financial strategies with personal values. 

My approach centers on understanding each client's unique concerns, and priorities. By developing a deep relationship built on trust and transparency, I create customized financial plans that align with their long-term goals. Whether it's preparing for retirement, funding education, or preserving wealth for future generations, I am committed to empowering my clients with the knowledge and strategies they need to navigate life's financial complexities.

I hold a degree in Finance from the Monfort School of Business at The University of Northern Colorado, demonstrating that my advice is backed by solid expertise and a commitment to ongoing professional development. My dedication to holistic planning extends beyond numbers; it encompasses helping clients achieve financial security while living fulfilling lives.

Outside of my professional practice, I enjoy traveling with my wonderful wife, spending time with family and our grandchildren as well as riding our motorcycles and supporting several charitable causes around helping veterans and children in need. These experiences enrich my understanding of the importance of giving and helping create holistic legacy planning for my clients' that is more than just numbers on a financial statement.  

As a holistic Financial Advisor, my goal is to serve as a trusted partner and a member of your team partnering with CPA’s, Attorneys and others on your financial journey, providing clarity, peace of mind, creating a roadmap to help you achieve your financial and life goals.