I am originally from Omaha, Nebraska. After High School I attended the University of Denver and graduated in 1993 with a BSBA in Management. From there I attended and received my Masters in Health Administration from the University of Missouri-Columbia in 1995.

I decided to move back to Denver and marry my college sweetheart (Jennifer) in 1995. Soon after the wedding, I entered the world of finance and have been a financial professional ever since.

In my 25 years in the industry, I have worked with and helped thousands of financial advisors across the Midwest and Southwest. In my experience working with these advisors, I noticed that only a very small percentage of advisors address accumulated wealth and how it will be taxed in the future. It is now my passion to make sure my client’s money is out of the reach of entities coming to tax it. You have earned this money, so let me help you grow it and keep it!

Jennifer and I live in Highlands Ranch, Colorado and have two great kids (William 16 and Jeffrey 10). Jennifer is an independent consultant for school districts around the country. When we both are not helping our clients, we love skiing, playing golf with the boys and hiking with our rescue dog, Lucy.