With two decades of experience in the financial industry, I am deeply committed to helping educators and their families pursue their financial goals. I graduated from Colorado State University and have since settled in Fort Collins, Colorado, where I live with my three children—two of whom are currently in college and one in high school. My career was inspired by a desire to assist those who dedicate their lives to teaching, guiding them through the complexities of financial planning with a goal to secure both their present and future.
Outside of work, I cherish the time spent with my kids, whether we're traveling, cooking, or enjoying outdoor activities like golfing and skiing. I take great pride in getting to know my clients personally, which allows me to tailor my advice to their specific needs and reduce their stress about money management. My investment philosophy focuses on active, low-cost investments that aims to minimize risk while maximizing returns. I believe that financial planning is a dynamic, ongoing process that should adapt to meet the evolving goals of each client.