Meet The Team
With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Our Team
As a financial professional with Equitable Advisors, and active member of the Fort Collins, Colorado community, I am dedicated to helping individuals and businesses build their financial futures. As the past President of the Foothills Rotary Club, maintaining a strong sense of community and a solid professional foundation are very important to me.
Estate Planning Strategies are a key part to my business because they help create generational wealth. Life insurance is another important aspect of my business and is one of the most overlooked components of a solid financial plan. My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I will consider your specific financial goals and investment objectives.
My wife Anita and I live in Severance, Colorado.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.