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 10 years, I served as lead 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 Delaware-based public company.

I left my law firm and 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, we cleaned up and redeveloped contaminated mines and industrial properties, including over 50 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 for the company. After successfully resolving the environmental liabilities, I returned over $45 million to our investors within 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 have 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.