I understand that for many, money is a topic that brings a great deal of emotion to the surface. I operate a client-driven financial advisement firm that starts with the person, family or business, rather than the money. Our firm’s 40 years of experience has taught us that there isn’t a one-size financial solution or product that fits everyone. We operate a fee- and commission-based practice, allowing me to take a personalized approach to financial planning. Unlike institutional investors who are limited by the menu of products approved by their employer, I can offer a wide range of financials solutions, services and advice that allows me to put my clients’ needs first.This purpose-based planning approach allows me to look beyond the numbers to understand all aspects of my clients' life situation. Partnering with clients to elevate their long-term financial picture is the most rewarding part of my job.Born and raised in Colorado, I have always been active in my local community, church and government. Maintaining a work-life balance is important to me. I enjoy spending time with my wife and three children hiking, biking and exploring model rocketry and photography. Specialties: Comprehensive Financial Analysis, Planning and Review