Financial Advisor in Colorado
- Retirement planning
- Short-term financial planning
- Long-term financial planning
- Investment portfolios
- Series 7
- Series 66
FINRA licenses held with LPL Financial
I’m inspired by the people I’m blessed to work and meet with every day. I endeavor each day to provide the best experience for each of my clients. I believe it’s critical to take the time in understanding what your goals are before you invest your money. It’s also fundamental to understand the level of risk you’re comfortable accepting when investing, so we can balance it with a solution to meet your long-term goals. The confident feeling you get when someone truly cares about your wellbeing is very important to me and I strive to instill that in my practice every day. I am thankful for the opportunity to serve Rifle, Colorado, and the surrounding areas, and am excited to help more people along the way.
Most of my adult life, I was a soldier in the U.S. Army. I came to a point in my career where I had to make a decision to continue on or start a new career. I decided that becoming a financial advisor would offer me a similar opportunity in something that I love doing, which is making a difference by serving others.
My ideal clients are committed to building a relationship which allows me to understand what is important to them. I use an established process to help you build personalized strategies to reach your goals. I believe that everyone should understand their financial situation before making any big financial decisions. I want to help people make the choice that feels right for them and provide peace of mind when they are transitioning into retirement. I will partner with you to to help you plan your financial roadmap. Let me show you how I can add value to your financial strategy.
My wife, Elizabeth, and I, along with our three children, are dedicated to serving this community. We spend most of our time together as a family and enjoy participating in local events. Other times, we enjoy getting outside and exploring our Colorado backyard.
Outside of the office, I pursue many volunteer activities, including:
– Rifle Planning & Zoning Commission
– Rifle Parks & Recreation Advisory Board
– Rotary of Rifle, CO
– New Creation Church Jail Ministry
I look forward to the opportunity to learn about you and your financial goals. It all starts with a conversation – let’s talk.