I am an independent financial planner and a registered investment adviser 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. I served as national outside environmental counsel for a Texas-based public 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 Delaware-based Fortune 500 international industrial company.

I left my law firm to co-found an innovative management company that assumed legacy environmental liabilities at Superfund sites. Under agreement with and oversight of governmental regulators, we cleaned up and redeveloped contaminated properties, and resolved historical environmental liabilities, throughout the United States. In this role, I was the lead investor and portfolio manager of a $135 million fund used to fund the cleanups for an NYSE-listed public company. After successfully resolving the environmental liabilities, my fund returned over $45 million to its shareholders in seven years.

As a former executive officer and member of the board of directors of a business unit of an NYSE-listed public company, I also have experience in finance, real estate, tax and corporate governance matters.

My wife and I live in Crested Butte, Colorado. We raised our three sons in Colorado skiing, hiking, mountain biking, and exploring the Rocky Mountains with our two English Labrador retrievers.