CERTIFIED FINANCIAL PLANNERTM
LPL Financial Advisor
Growing up and working in the family business taught me so many valuable lessons. I was taught that with a lot of hard work, you can find your way if you have a passion and a vision.
Being a first-generation American, I was raised to never take anything for granted. My parents came to America after World War II with essentially nothing. With years of extreme hard work and persistence, they made a great life in this country. After returning from the Korean War, my Dad started out as an apprentice in the steel fabrication industry. After years of learning the trade, my parents established a Steel Fabrication business in Northern Colorado. What started out as a Mom and Pop shop grew to a business with over 70 employees at two different locations. I’m sure my parents look back and remember what little they came with, but my Dad always taught me to look forward towards a vision.
After studying economics at the University of Colorado in the late 80’s, I worked in the family business for 11 years. While attending CU, my passion became the financial markets. After leaving the family business, I began my career as a Financial Advisor in October of 2000. This was the end of the 90’s Tech bubble and right before September 11th. Many viewed this period as “tough mountains to climb”, but I believed it was a great time for an education in the financial markets.
I’m a native Coloradoan and moved to Northern Colorado in 1988. My wife, Carrie, has been a Ft. Collins Policewoman for over 18 years. My oldest son Colby is married and works with me at Peakview Wealth Management. My youngest son Garrett graduated from CU and lives in Denver. My oldest step-daughter Payton graduated from Colorado Mesa University and lives in Northern Colorado. My youngest step-daughter Megan is married and lives in Cheyenne.
I began my financial career with A.G. Edwards in 2000. After six years, I became the co-branch manager and a CERTIFIED FINANCIAL PLANNER™ professional. A.G. Edwards was purchased by Wachovia in 2007. Shortly thereafter, through the Financial Crisis of 2008-2009, the firm was purchased by Wells Fargo Advisors. Soon after, I was recognized as a Senior Investment Advisor – Investment Officer and earned the prestigious Premier Advisor designation.
I truly felt the next best step for my clients and myself was to become an Independent Advisor. In 2018, I affiliated with LPL Financial and formed Peakview Wealth Management. I have a wealth of experience in managing your pre and post retirement needs, the special needs of high net worth clients in the areas of portfolio management, wealth transfer, business retirement and succession planning, charitable giving and estate investment planning.