As an Associate Vice President - Investment Officer, I am dedicated to helping my clients meet their individualized financial goals. Whether you are planning your retirement, saving for your children?s or grandchildren?s education, or looking to preserve your wealth, I can help. I make it my personal mission to help each client plan for a financial future in a way that best meets his or her goals. I am a great communicator and am skilled at explaining complicated investment concepts in terms that are more easily understood. I am also happy to discuss intricate investment details for those that are more interested in complex strategies. Believe it or not, an aspect of retirement planning often overlooked is an understanding of how much annual income likely awaits you at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your needs and goals ? whether you hope to have access to a lifelong income stream; maintain flexibility and control of the principal; have opportunities to grow the principal or increase the income; or have enough income to last the rest of your life. I relocated to Durango to be closer to family and the outdoors. While I grew up in Denver, I'm originally from McCook, Nebraska and value building meaningful, lasting relationships with members of a smaller community. I was a former member and President of the Durango Old Car Club. In my free time, I enjoy spending time with my wife, Kayleigh, our two young daughters, and our two dogs. We love spending time with our friends and family and enjoy taking road trips in classic cars to do so.