Growing up around family steel fabrication, animal health, and wealth management businesses, I learned from an early age that working hard and having a positive vision are two extremely important attributes in business and in life. These attributes are the foundation where thoughtful relationships are built and where reliable support can serve the important needs of others.
I was born and raised in Northern Colorado. I graduated from Fossil Ridge High School in Fort Collins and then the University of Colorado in Boulder. I met my wife Danielle while attending college and we got married after graduating. I am very thankful that I was able to attend college, find my partner in life, and begin my career working at several wealth management businesses in Boulder all while staying relatively close to family. In 2021, Danielle and I officially “came home” by shifting our careers to Northern Colorado. Working alongside my Dad and serving clients at Peakview Wealth Management excites me every day. Danielle thoroughly enjoys helping children as a Pediatric Occupational Therapist in Greeley. We sincerely love living near all our family in Northern Colorado.
I graduated with distinction from the Leeds School of Business at the University of Colorado, concentrating in Finance and Financial Planning. I have also completed Executive Education in Investment Management at the Yale School of Management. Before joining Peakview Wealth Management, I worked on multiple financial advisory teams for high-net-worth individuals at two nationally recognized wealth management businesses in Boulder.
I am a CERTIFIED FINANICAL PLANNERTM and a Certified Investment Management Analyst® professional. I have diverse experience helping a vast range of clients manage their finances when in retirement, working towards retirement and during significant life events. My expertise includes financial planning, portfolio management, estate investment planning, insurance planning, and small business succession planning in addition to company retirement plans.