Growing up in a small town on the Colorado plains, I learned the challenges of rural economic life. However, this upbringing instilled in me a deep appreciation for hard work and a drive to help others achieve financial security. This passion led me to become a financial advisor, dedicated to assisting individuals in attaining their financial freedom.
With over a decade of experience in financial planning, I have had the privilege of working with clients and training other advisors to excel in their roles. Before joining Root, I served as a Branch Manager and Financial Advisor at Raymond James and an Investment Consultant at Charles Schwab. These roles have equipped me with a wealth of knowledge and expertise to guide my clients effectively.
My approach to financial planning centers on creating a clear, focused process that turns aspirations into achievable goals. This clarity brings peace of mind, allowing us to rest easy knowing that our dreams are within reach. My mission is to help my clients feel secure and confident about their financial futures.
I am proud to call Castle Rock, Colorado, my home, where I embrace all the beauty and adventure our state offers. When I’m not working, you might find me exploring trails or immersed in a woodworking project, enjoying the satisfaction of creating something tangible and lasting.
