Meet The Team

My Story

It all started growing up farming and ranching primarily in eastern Colorado.  I learned a lot from my childhood.  Most importantly a deep faith in God and also the value of a hard day’s work.  I could not get enough of playing sports – especially football.  Sports were everything to me and taught me teamwork, leadership and how to set and achieve goals.  The oldest of seven, we had a full house.  I had a great childhood and it shaped who I am today.  It also was the launching point for me pursuing a career in finance and wanting to help clients manage their money better.  Growing up, we had some rough times.  We grew up poor – no middle class here.  My parents struggled throughout their lives with money.  Planning for long term goals or setting money aside for a rainy day was not a possibility or even a consideration.  While in college, my father died unexpectedly without life insurance.  With five siblings still at home and the youngest in first grade, my mom was in a bind.  We survived – credit to that great work ethic.  I realized that although we were never going to “be rich”, there were things that we could have done better with money.  Our struggles were mainly the result of a lack of knowledge, poor focus, and a lack of prioritizing.  We struggled to cover the basics, you may be struggling to pay for college or are worried about all things retirement.  I want to help you reach your goals and overcome the money mistakes so many people make.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.