After more than 20 years in Investment Management and Financial Planning, I can confidently say that working with clients to help them achieve their financial goals is truly my passion. My focus is in the creation of comprehensive financial plans and sound investment strategies for clients up to and through retirement. However, building deep relationships with clients that go well beyond investment portfolios is particularly rewarding for me.
Originally from Connecticut, I moved to Colorado to earn a degree in Finance from the University of Colorado at Boulder, and like many easterners, fell in love with Colorado and never left. I went on to earn a Masters degree in Finance and an MBA from the Daniels College of Business at the University of Denver.
I have volunteered at the Puksta Foundation for over 15 years as a member of the investment committee. Puksta is an amazing organization that provides scholarships to civically minded students attending college in Colorado. Outside the office, I enjoy skiing, golf and the outdoors, however, my wife and I seem to spend most of our free time at soccer and volleyball games for our two daughters.