For more than two decades, I’ve focused on long term wealth management for high net worth individuals and their families. My strength is in mentoring you to define and achieve your financial goals. I help a select group of families sort through the complexities and potential confusion that many of us experience as we progress through life’s numerous transitions.

My knowledge, experience and credentials allow me to employ a comprehensive wealth management approach-one that looks at the total fabric of your life. As a driven individual and one focused on bringing my best to my clients, I have spent my career obtaining designations and continuing education in order to better serve and anticipate my clients’ needs.

Clients say that I go above and beyond when it comes to my comprehensive and detailed-oriented approach to wealth management and financial planning. I’m an effective communicator; my goal is to engage with you frequently about matters that are top of mind in your life. In that way, my advice and direction comes not just from market expertise and experience, but from listening to you.

I’m also a student of the financial markets and with that comes a thorough understanding of the various economic cycles as well as an application into risk management when it comes to managing your money. I have successfully helped numerous families plan, budget and remain retired, ensuring they do not outlive their capital in their golden years.

I’m an outgoing person who enjoys meeting new people and hearing about their life experiences. Growing up as the child of a corporate executive, I spent many of my formative years overseas living in London, Mexico City and Australia. When I’m not working, I love to travel, play tennis, golf, cycling and go scuba diving. I graduated from the University of Colorado in Boulder with a degree in Accounting and obtained my C.P.A. credentials.