While completing the extensive FACD, Financial Advisor Career Development, training program in our home office, I met my wife, Kaylee. We both served as financial advisors in Loveland, CO, for seven years with separate practices but the same intense commitment to partnering with clients to help them achieve their most important financial goals. Finance is deeply personal, and I believe it is vital
ly important to take the necessary time to understand your unique situation and goals. Only then can I begin our established process to build a tailored strategy and partner with you to help you stay on track. I take pride in proactively communicating through market and life changes. We are humbled by those who entrust us to build, organize, protect and transfer wealth. A native of Colorado, I attended the University of Vermont, where I competed in Division I soccer. I served as team captain my senior year and graduated with a BSBA. I hold both Series 7 and 66 registrations, as well as insurance licenses. During my tenure with Edward Jones, I have been the recipient of the Zeke McIntire Pioneer Award, Ted Jones Prospecting Award and the Edward Jones Eagle Award. In order to better serve my clients, I earned the CFP® certification. I also earned the Chartered Retirement Planning Counselor™, or CRPC™, and Accredited Asset Management Specialist™, or AAMS™, designations from the College for Financial Planning. Who We Serve:
Diligent savers who have accumulated assets and who are looking for a trusted advisor. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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