I am an independent Registered Investment Adviser, a financial planner, 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 adviser. I adhere to the highest investment advisory standards of conduct and ethics. I always act solely in your best interests, offering advice without conflicts of interest. Not all financial advisers are fiduciaries, nor are they held to these high standards.

My fee is simple. I am paid a reasonable hourly fee with prior written agreement concerning the scope of services. I am not compensated based on a percentage of assets under management (AUM), or on your investment decisions.

I am independent. I am not employed by or affiliated 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 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. Please contact me with any questions as you make your decision.