My career spans 20 years of educating clients and advisors in the financial services industry.
My time in the industry began as a Mortgage Consultant where I based mortgage decisions on clients’ financial objectives. As an advisor I love coaching clients through the financial planning process to help them pursue their goals. As a Wholesaler I educated financial advisors on investments and other product offerings. What remains consistent throughout my career and life is my overwhelming passion to educate and coach.
I live in Monument, CO with my wife, Stacy and our three children. When not coaching softball, basketball, or golf, I enjoy spending time with my family, golfing, hunting, fishing, snowboarding, and nearly anything else that involves time outdoors.
I currently hold the series 7, 63, 65 and 26 securities licenses through LPL Financial.