At Priority Financial Partners, we work with clients in Durango, Denver, Boulder and across the country to offer a paradigm shift from traditional advisors, driven by opaque commissions and outdated schemes, to a forward-thinking approach that puts their interests first. We help clients avoid being exploited by large financial institutions, which gamble with their future and push high-fee products. In an ever-changing financial world, we provide our clients with a trusted alternative that covers all aspects of their financial lives, enabling them to achieve their goals and focus on what’s really important in life. www.PriorityFP.com

As a CFP, director and CCO of nationally recognized Veritat Advisors, I worked closely with co-founder and Wharton professor Kent Smetters to successfully launch a fee-only financial planning platform that erased commission-based bias and put clients’ interests first. The Wall Street Journal wrote in praise of this effort, “The middle class might finally stand a decent chance of getting upper-class advice.”

I worked directly with clients as an advisor for the prestigious J.F. Williams Co., located in Denver, CO.

After seeing how numerous family and friends were being exploited by so-called “financial advisors,” I wanted to offer trustworthy financial services that truly focused on clients’ needs. With this goal in mind, I founded Priority Financial Planning, LLC in 2005.