I am an independent financial planner, a registered investment adviser, and a licensed attorney in Colorado. I strive to foster long-term client relationships committed to simple and effective methods to accomplish your financial goals. As a trusted partner, I will give you objective financial advice tailored to your circumstances.

I am a fiduciary. That means that I adhere to the highest investment advisory standards of conduct and ethics. I always act solely in your best interest offering advice without conflicts of interest. I have a legal and ethical duty to put my clients’ interests before my own. Not all financial advisers are fiduciaries, nor are they held to these high standards.

My fee is simple and clear. I am paid an hourly fee with prior written agreement concerning the scope of services. Many financial advisers are “fee-only” - a confusing term that often means they charge a percentage of your assets that they manage for you. I am not compensated based on a percentage of your assets under management, or on your investment decisions. I have no affiliation with any financial services firm or insurance company. I do not sell financial or insurance products. I do not charge, pay or receive commissions. I receive no form of undisclosed compensation.   

I offer a wide range of financial planning and investment advice to individuals and families. I am especially passionate about advising young people and couples—time is one of your most valuable assets. I work to optimize time in your financial plans so that you have the freedom and independence to fulfill the promise your future holds.

Hiring a financial planner is an important decision. I invite you to contact me with any questions you might have in making your decision.