I am a fiduciary "advice-only" Registered Investment Advisor and financial planner in Colorado. I am also an attorney in Colorado. I have forty years' experience investing in public and private securities markets. In my financial advisory practice, I am privileged to represent a wide range of individuals, families, trusts, small businesses, not-for-profits and family offices. I hope you will see from my background and professional experience that I have the knowledge and skills to help you achieve your financial goals.

Before becoming an independent financial planner, I was a partner in the Denver office of the national law firm Bartlit Beck. I was named plaintiff class counsel in a groundbreaking Illinois class action that awarded Chicago tenants annual security deposit interest when held under multi-year leases. For over ten years, I served as national outside environmental litigation counsel for a public chemical company involving over one hundred environmental hazardous waste and toxic tort cases throughout the United States involving claims approaching $150 million. While a partner at my firm, I also was selected as Rocky Mountain Regional Counsel for a DuPont. I was lead trial counsel in a case in Aspen for British Petroleum involving a dispute over oil shale and natural gas rights in western Colorado.

I decided to pursue an entrepreneurial career path so I used my own capital to start an innovative company to resolve environmental liabilities and cleanup 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 company's work. 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.

My wife and I have lived in Colorado for thirty five years. We raised our three sons here 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.