Bellco Branches: 120th & Huron, Thornton, Erie, Clifton, Grand Junction
As a financial professional with Osaic Institutions, I bring over 20 years of experience in the financial industry to the table. Before joining Osaic Institutions, I had the privilege of working with Transamerica Capital, Inc. and Merrill Lynch, where I specialized in retirement income planning, wealth transfer, 401(k) rollovers, and college savings. I am proud to be a CERTIFIED FINANCIAL PLANNER™ professional and hold the Chartered Retirement Planning Counselor℠ (CRPC®) and Chartered Retirement Plan Specialist℠ (CRPS®) designations. Having spent most of my life in Colorado, residing in both Denver and Grand Junction, my primary goal is to educate clients and work together to identify their goals, values, and investment objectives, guiding them through the various stages of life. I am committed to meeting service needs and offer complimentary educational seminars and ongoing financial reviews to ensure clients are well-informed and confident in their financial decisions.
I graduated from Mesa State College in Grand Junction, CO, with a BBA concentrating in Finance, and I am registered as a General Securities Representative through Osaic Institutions. Currently, I live in Westminster, Colorado, with my wife, Gretchen, and our two children, Delaney and Brendan. Outside of work, I find joy in fly fishing, camping, skiing, and golfing, activities that allow me to appreciate the natural beauty of Colorado and spend quality time with my family. Whether I'm guiding clients through financial planning or enjoying the great outdoors, my dedication to service and education remains steadfast.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
