About

I am a CERTIFIED FINANCIAL PLANNER™ professional serving marketing and sales leaders, executives and professionals in the technology sector. I help these successful leaders connect their wealth to the people and goals that are important to them.

With experience serving clients from established chipmaking giants to start-ups in AI, we understand the unique wealth challenges that come from working at todays' leading tech firms. Specifically, the tax and planning complexity that come from stock incentive plans at both private and public companies.

Our process to serving our clients begins with Discovery.

What are your values? Who are the people that are most important to you? What do you want to accomplish with your wealth now and in the future? How do you and your partner communicate about money?

These are some of the questions we ask in our initial discovery meeting with clients. What you share with us drives our analysis of your financial statements and assets.

Our process then continues with a Comprehensive financial strategy..

We develop a comprehensive strategy that will guide your wealth. Whether it’s a short-term goal you want to reach in six months; a vision for your ideal retirement; or a gift that will impact the next generation of your family – we'll help show you the pathway.

Finally, even the best strategy is no good if it doesn't happen. Together, we'll commit to a course of action. Anything we can take care of, we'll drive.

In my personal life, I am a dad of three daughters – we love to tell stories, build Legos and play music. My wife and I have recently taken up ballroom dancing as a way to stay connected and have something we're learning together. I like to fly fish and ride my bike when I've got some spare time.

If you'd like to learn more about working together, give us a call at 303-425-1300. We can set up an initial conversation and decide where to go from there.