I have worked in the financial industry since 2008. I hold my FINRA Series 7 and 66
securities registrations as well as my Life, Health, Variable and Long-term care Insurance
Licenses.
As a Financial Advisor, I am dedicated to working with my clients to address their financial
needs. Whether you are planning your retirement, saving for your children's or
grandchildren's education, or looking to preserve your wealth, I can provide guidance and
resources. My mission is to work with each client to develop financial strategies aligned
with their goals and objectives.
I joined Wells Fargo in 2008 where I have held various roles such as Branch Manager and
Premier Banker.
I am committed to helping my community. I am currently involved with Brighton Chamber
of Commerce, Denver Dumb Friends League, Habitat for Humanity and other local
charities. Away from the office, I also enjoy hiking, snowboarding, paddleboarding, and
farmers markets. I currently live in Arapahoe County with my wife and two children.
It takes more than a single planning session to develop and maintain a strategy aligned with
your life goals. It takes a process. As your life circumstances change, so must the
investment strategies I use to help keep you on course toward your objectives. We will
continue to work together through the years to keep your investment strategies aligned with
your goals and needs.
I look forward to extending my services to you and your family. Together, we can discuss
financial strategies designed to fit your unique situation.