I match financial goals and timelines for families or business-owners to implement personalized investment strategies. Together, we establish a comprehensive financial plan, identifying risks and needs. On-going communication/reviews help track progress towards financial independence.My approach: it’s all about relationship. I thoroughly explain the investment solutions and planning strategies recommended, so that you are comfortable with the plan developed. One of the keys is open, honest communication - even if uncomfortable. I have found that life has a way of changing. When it does, we re-focus the priorities and intended results to fit inside the plan – your plan.I am a 35-year rural Coloradan, and am active in my church. I am a part of the Ambassador team of the Logan County Chamber, the Logan County Nurse Scholarship / the Merino After-Prom committees, and am a member of the Sterling Lions. I love to play the trumpet, spend time with my wife / two teenagers (& all their events). I am a pilot with 400 flight hours.SPECIALITIESRisk management Retirement (accumulation / distribution) strategiesInvestment strategiesAsset allocation strategiesOne-time need funding strategiesLegacy strategiesEstate strategiesCharitable strategiesTimeline ManagementI have a special place in my heart for charitable gifting, and love to explore those avenues with you.*Securities are offered through Raymond James Financial Services, INC., Member FINRA/SIPC and are: NOT Deposits, NOT Insured by FDIC/NCUA or any other government agency, NOT GUARANTEED by Bank of Colorado. Subject to risk and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.For Important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.