As a seasoned Wealth Advisor at Streamlined Wealth Planning, I've specialized in financial planning and investment guidance for the past 18 years. I take pride in being one of the founding members of the firm, currently serving as the lead advisor to many of our clients. Before establishing Streamlined Wealth Planning, I was honing my skills in the financial services industry at Waddell & Reed. My career path, however, began at Colorado State University, where my interest in markets and investments first took root. I was fascinated by the concept of making money work for you, and I've made it my mission to help clients understand and utilize this principle.
My story began in Greeley, Colorado, where I was born and raised. I graduated high school early and attended Colorado Mountain College and had the best snowboarding season of my life in Steamboat. I completed my degree at Colorado State University with a degree in Business Administration-Finance. I remain actively involved in the CSU alumni association and CSU Athletics, cherishing the memories and relationships I've built there.
What motivates me most is the opportunity to help our clients work toward their financial dreams. There's nothing quite like the feeling of helping someone pursue something they thought was impossible through meticulous planning. I believe that the greatest value I can provide to my clients is financial clarity and foresight, both of which are instrumental in navigating the complex world of finance.
On a personal note, I'm married to my high school sweetheart, Marissa, and we're blessed with two wonderful children, Raegan and Declan. My family is my greatest source of inspiration, and they drive my passion for helping other families prepare for their financial journey in life. When I'm not busy charting financial courses for my clients, I enjoy spending my free time indulging in outdoor activities. Fly fishing, golfing, camping, hiking, traveling, and hunting are some of my favorite pastimes.