I grew up in Iowa, but Colorado is my home and where I have built my life. I am a fiduciary Registered Investment Advisor (RIA) in Colorado. I am also an attorney in Colorado. I have extensive experience in investing and personal finance - sparked early in my professional career by the writings of investors Warren Buffett and Peter Lynch, long before I had an opportunity to pursue the field full time. As an RIA, 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 professional experience that I have the knowledge and skills to help you achieve your financial goals.

Before becoming an RIA, I was a partner in the national law firm Bartlit Beck. I successfully argued two appeals before the Illinois Appellate Court: As named class action counsel, I secured Chicago residential tenants annual payment of their security deposit interest under multi-year leases. In a second case, I successfully defeated a pollution claim the City of Chicago brought against my client. For eleven years, I served as national outside environmental litigation counsel for a public company involving over 100 environmental hazardous waste and toxic tort cases throughout the United States involving claims approaching $150 million. In this role, I was involved in the cleanup of the Californian Gulch Superfund Site in Leadville, the Rico Mining Site in Telluride, and the El Portal Mining Site in Yosemite National Park. I served as outside Rocky Mountain Regional Counsel for a DuPont. I was lead trial counsel for British Petroleum in Aspen in a dispute over oil shale and natural gas rights in western Colorado against a Denver-based public oil and gas company.

I decided to pursue an entrepreneurial path by investing my own capital to build an incentivized business to efficiently resolve environmental liabilities and to quickly cleanup contaminated properties. Through agreement with, and under the 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 Superfund sites in the United States. The company owned and cleaned up the largest abandoned former chemical company property in New Jersey. Among my roles, I was the lead legal counsel, investor and portfolio manager of a $135 million cleanup fund to undertake the company's work. After successfully resolving the environmental liabilities, the company returned over $45 million to its investors. 

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. Through it all, I'm still skiing, mountain biking, and playing my guitar.