General Info

As a Financial Advisor and Chartered Retirement Planning Counselor, or CRPC®, I can help you with your financial needs both before and during retirement. You can depend on me for objective advice that focuses on your unique goals. I can help you develop long-term financial strategies or provide a variety of investment reviews of current strategies. The reviews include stock, bond and mutual fund portfolio reviews and retirement needs assessments and analysis. I also assist clients with their life insurance and long term care insurance and can provide access to lending services through affiliates. I hold a variety of professional licenses and registrations in several states. I graduated from Colorado College (BA) and the University of Denver (MBA). My previous work experience includes financial analysis, marketing and business development for Fortune 100 companies. My wife and I are active members of the community and are raising 3 children. At Wells Fargo Advisors, we believe that our clients should always come first. That philosophy gives me the freedom to help investors focus solely on their goals. If this is the type of relationship you're looking for from a financial advisor, call me today to schedule an appointment.