For as long as I can remember, working with investments has been my passion. In eighth grade, I was the founder and president of our class “stock club.” By the time I entered college, there was no indecision—finance was the obvious choice. While a fascination with investing from an early age may seem unusual, I consider myself fortunate to be truly living out my dream career as a managing partner at Heirloom Wealth Management.

Every day, I get to do what I love: work with clients to understand how their wealth connects to their goals and dreams, helping them live their best life with confidence. As Thomas Edison once said, “I never did a day’s work in my life. It was all fun.” That’s exactly how I feel. I don’t have a “job”—I help people doing something I genuinely love.

After earning my finance degree from Colorado State University, I spent several years at Wells Fargo as a Financial Branch Manager and Financial Advisor. In 2014, I co-founded Heirloom Wealth Management with my longtime friend Mike Miller. A year later, we were thrilled to welcome our former colleague Rick Hurley to the team. Today, Rick and I share managing partner responsibilities and work as a team to serve our clients.

I hold a master’s degree in Personal Financial Planning from the College for Financial Planning and am both a CFA® Charter holder and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).

Outside of work, I love spending time with my wife, Lesley, and our three children—Harper, Hannah, and Conor. I’m an avid reader, golfer, hiker, and skier. I’m also active in our community through volunteer work with the Leukemia and Lymphoma Society (LLS), where I was honored to be a 2018 candidate for the Man and Woman of the Year award. We’re deeply involved in the Denver-area Catholic community and serve in the Communio ministry at All Souls Catholic Church. I also served for five years on the Denver Archdiocese Investment Committee.