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 help you build meaningful relationships and make a true impact in the world.
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. After several years of working in Boulder, I came home by shifting my career to Northern Colorado in 2021. Serving clients at Peakview Wealth Management excites me every day. I am also a member of the Big Thompson Kiwanis Club in Loveland. I met my wife Danielle at CU and she is a Pediatric Occupational Therapist in Greeley. We enjoy spending ample time with family, serving together at our church, and staying active in the outdoors.
I started in the wealth management industry in 2018. Before joining Peakview Wealth Management, I worked on multiple advisory teams for high-net-worth individuals at two of Colorado's largest independent wealth management firms. 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.
I am a CERTIFIED FINANCIAL PLANNERTM and a Certified Investment Management Analyst® professional. I have 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.