I am a fiduciary independent Registered Investment Adviser and financial planner based in Colorado. I am also an attorney licensed in Colorado. 

Before becoming an independent financial planner, I was a partner in the Denver office of the national law firm Bartlit Beck, specializing in environmental law. For over ten years, I served as national outside environmental litigation counsel for an international chemical company involving over one hundred environmental hazardous waste and toxic tort cases throughout the United States. While a partner at my firm, I also was selected as Rocky Mountain Regional Counsel for a DuPont. I was trial counsel for BP in dispute over oil shale and natural gas rights in western Colorado.

I decided to pursue a more entrepreneurial career path so used my own capital to start an innovative company that incentivized its management to resolve environmental liabilities at Superfund sites. Through agreement with, and under oversight of, governmental regulators, the company cleaned up and redeveloped contaminated mines, industrial properties and polluted neighborhoods, including over fifty sites listed on the EPA’s National Priorities List of the most toxic sites in the United States. In this role, I was the lead legal counsel, investor and portfolio manager of a $135 million fund to undertake the cleanups. After successfully resolving the environmental liabilities, I returned over $45 million to our investors in seven years. 

I also served as an executive officer and member of the board of directors of a business unit of an NYSE-listed public company, In that role, I gained experience in finance, real estate, tax and corporate governance matters. Through my own firm, I served as outside environmental M&A counsel for fifteen years for a leading Denver private equity firm specializing in industrials, chemicals and aerospace businesses. 

After spending thirty years in Boulder, my wife and I now live in Crested Butte. We raised our three sons in Colorado skiing, hiking, mountain biking, and exploring the Rocky Mountains with our two English Labrador retrievers. And through it all, I am still playing my guitar.