I got an early start in investing with a Roth IRA from money earned as a lifeguard and swim coach during the summers in High School. It was exciting and something that had a hold of me as soon as I invested my first dollar. I knew from that point on that finance and helping other people invest was going to be in my future in some way. I spent most of my early career in mortgage banking, credit management, and retail branch banking. When I joined long-time friends Michael Euston and Mike Miller at Heirloom Wealth Management in 2015, I knew I had found my life's calling in helping clients and friends at a more impactful level.

Within Heirloom I serve as the CEO and President while enjoying working with clients daily. I am incredibly lucky to work with clients whom I consider close friends, and I am honored to be a part of their lives.

Professionally, I have a Master’s Degree in Personal Financial Planning from the College for Financial Planning. Additionally, I am also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).) and serve as a mentor for future CFP® candidates. In 2025, I added Certified Exit Planning Advisor (CEPA®) to my credentials.

Outside of work, I enjoy spending time with my beautiful wife, Charlotte, and our two daughters, Stella and Ava. I graduated from Arizona State University with a degree in Human Communications where I also played lacrosse for the Sun Devils. I am honored to be an Emeritus Board member of the American Lung Association here in Colorado. Lung Health is a cause my family and I care a great deal about and have a personal connection to. When I am not attending what seems like weekly dance events, my girls and I are golfing, skiing, and hiking around Colorado.