He believes great wealth management starts with something simple: real human connection. Markets, tax strategies, and investment structures matter, but understanding people, their families, and what they’re trying to build matters more. His approach is grounded in trust, clarity, and long-term partnership, helping clients make confident decisions through life’s most meaningful and complex financial moments.

He holds a Master of Science in Economics from the Colorado School of Mines and a Bachelor of Business Administration in Finance and Energy Management from Western Colorado University. Passing the CFP® exam in 2025, his professional focus centers on helping high-net-worth and ultra-high-net-worth business owners/equity compensated executives navigate complexity, designing thoughtful strategies around advanced tax planning, estate planning, and multigenerational wealth considerations.

Beyond the Office:

Outside of his work with clients, life is centered around family, service, and personal growth. Time with his wife, Hayden, and their newborn son grounds everything he does and shapes how he thinks about legacy, responsibility, and long-term stewardship.

He is actively involved in philanthropic efforts, including supporting the Multiple Sclerosis Society of Colorado, being involved at their church in Castle Pines, and leading a nonprofit initiative focused on expanding access to reliable energy for communities in need around the world, most recently in the highlands of Peru. These efforts reflect his belief that success carries an obligation to create positive impact beyond one’s own circle.

An endurance athlete at heart, he is a two-time Ironman and former collegiate rugby player who continues to pursue challenge through training, competition, and doing hard things. Whether preparing for a long race or navigating life’s everyday demands, he values consistency, resilience, and staying present, principles that carry into every client relationship.

He also remains deeply connected to his alma maters, Colorado School of Mines and Western Colorado University, where he regularly returns to speak with students on financial fundamentals, covering topics such as personal finance, career decisions, and building strong financial habits early. A lifelong learner himself, he sees education as one of the most powerful tools for long-term impact and enjoys helping students build confidence around money before complexity sets in.

At the core of everything he does is a desire to serve people well. He brings energy, authenticity, and intention to every client relationship, believing that great outcomes come from trust, thoughtful planning, and staying present through every stage of life. His goal is to help clients feel confident in their decisions, supported through change, and secure in the future they are building—for themselves and the people they care about most.