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. 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.