I served in the U.S. Army for over 21 years, retiring in 2011. I served as both an enlisted Infantryman and Infantry Officer. During my career, I participated in multiple operational and combat tours around the globe. I have led several small and mid-size units, ranging in size from 4 to 400, during both garrison and combat operations.
Upon retiring from the Army, I elected to attend law school at the University of Wyoming. I was awarded the Excellence in Advocacy Award and earned Dean’s List recognition for outstanding academic performance.
I joined RBC Wealth Management shortly after law school graduation. I hold the Series 7 & 66 FINRA licenses along with several state insurance licenses.
I work with individuals, business owners, and their families to help them achieve their financial goals. Together, we create and implement comprehensive wealth management strategies to help accumulate, protect, and transfer wealth in addition to helping convert this wealth into an income during retirement.
My education and experiences ideally situate me too effectively address your financial needs.
I am in the process of earning my CERTIFIED FINANCIAL PLANNER™ designation at the College of Financial Planning. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
My family and I reside in Timnath, CO. We enjoy spending time with family & friends and enjoying the Rocky Mountain Region.