My journey to becoming a financial advisor has been anything but conventional—and I wouldn’t have it any other way. I began my career in the ski and golf industry, turning two of my favorite hobbies into a lifestyle. I spent three memorable years in Steamboat Springs, CO, where I met my amazing wife, Desiree. After moving back to the Front Range, I managed several Colorado Ski & Golf retail locations and deepened my connection to Colorado’s outdoor lifestyle.
In 2003, after the birth of our son, I decided it was time to return to school and complete my education. With a strong aptitude for math and science, I earned a degree in Environmental Science from Metropolitan State University. That launched a successful 15-year career as an Environmental Manager and Consultant.
Yet over time, a different calling emerged. As I watched Desiree build a thriving wealth management practice, I realized I wanted to help people in a more personal way—by guiding them toward financial confidence and long-term peace of mind. In the summer of 2022, I made the leap and joined Heirloom Wealth Management.
Today, I hold my Series 65 license and the Accredited Wealth Management Advisor™ (AWMA®) designation, and I am currently pursuing my CFP® certification. I work closely with individuals and families to create personalized financial strategies rooted in trust, transparency, and a deep understanding of each client’s unique goals.
Outside of work, I love spending time with my family—especially keeping up with my two children, Dillon and Annarose, and their busy sports schedules. I still enjoy skiing, golfing, and fly fishing whenever I get the chance. My wife and I also share a passion for camping, traveling, and exploring the beautiful state we’re proud to call home—Colorado.
Heirloom can provide a clear, objective view of where you stand and what might be possible.
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Our Services
Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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