115 Wilcox Street
Partner | Wealth Advisor
I founded Centerpiece Wealth Advisors in 2018, focusing on being available for the families we serve as their most trusted financial advisors. It is truly an honor.
I'm a Certified Financial Planner and Certified Wealth Strategist. My undergraduate degree is in business management and finance. I was fortunate to start my career in wealth management at Charles Schwab in July of 2007. During my tenure at Schwab in Private Client, I led a team that provided comprehensive wealth management to over 200 clients and managed around $550 million in assets.
My wife and I live in Castle Pines, CO, with our son and daughter, Dublin and Finley. We love to spend our time immersed in our kids' activities, including soccer, football, gymnastics, swimming, and snowboarding. I also volunteer and serve at our church.
Our clients entrust us with some of their most important decisions. It's an honor and a responsibility we don't take lightly.
I'm a Certified Public Accountant, Certified Financial Planner, Certified Wealth Strategist, Personal Financial Specialist, and Chartered Retirement Planning Counselor. My undergraduate degree is in accounting, and my master's is in personal financial planning. I was fortunate to start my career in wealth management in 2007. The lessons I learned experiencing the financial crisis in 2008 are indelible and provide valuable insights into navigating the uncertainties of today and tomorrow. I started my career at a private wealth management firm that was also a CPA firm, where we helped our clients manage their wealth, prepare their tax returns, and structure their estate. After about nine years, I joined Schwab Private Client as a Senior Private Client Advisor. During my tenure at Schwab, I led a team, grew my practice to over 200 clients, and managed around $700 million in assets.
I live in Highlands Ranch, CO, and have a son, Jameson, and dog, Sammy. I love spending time as a family skiing, golfing, trying out new restaurants, and going to Jameson's sports events such as soccer, baseball, basketball, and martial arts.
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.