I coach families on stewarding resources, empower them by building and managing wealth, and assist them in preserving a legacy. I began my career as a Financial Advisor with Waddell & Reed in 2010. I proudly manage my clients' accounts.
I was born in Anaheim, California and moved to Colorado in 1993. I am not a native but I got here as fast as I could. I am married to my lovely wife, Donna, and we have two children, Andrew and Loryn. I enjoy volunteering at my church and have served as a Coach for the Special Olympics for the last 12 years. Also, I have volunteered for over 11 years as a Leader for the Boy Scouts Program and was a baseball coach for about 10 years.