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Location
Denver, CO
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Credentials
CERTIFIED FINANCIAL PLANNER™
- BBA in Finance
I attended the University of Central Florida, earning my Bachelor of Business Administration in Finance.
My background running advisory practices at Charles Schwab and Vanguard has allowed me to help clients navigate complex planning needs and realize their lifelong dreams. Money is ultimately a means to an end, and I believe that every person’s “why” is uniquely important. My passion and experience over the previous decade allow me to help individual retirement pictures come into focus. I help solve for fun and enjoyment through financial means.
I live south of Denver, in Castle Rock, CO with my two kids. We love spending time in the Rocky Mountains and experiencing everything our state offers. I’m very fitness conscious and enjoy staying active.
I grew up in the suburbs of Philadelphia and still love rooting for my hometown teams. Go Birds!
Outside of work, I enjoy spending time with my kids and following sports—especially soccer, thanks to my son’s enthusiasm for Lionel Messi.
Team Aspen
Aspen Team
Team Aspen is rooted in Colorado, and like the trees themselves, our team is a tight-knit network of experienced advisors who are resilient and deeply connected. With the highest concert attendance by far, they’re in tune with connection and harmony—key elements in their approach to client service. Expect a vibrant team with a steady beat and a strong sense of purpose.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
