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 January of 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.
My wife and I live in Highlands Ranch, CO, with our son, Jameson, and dog, Sammy. We love spending time as a family skiing, golfing, trying out new restaurants, and going to our son's sports events such as baseball, basketball, and soccer.