Experience

For over 24 years, I have had a passion in helping others make educated and impactful life changing decisions. I am thankful for the opportunity and stewardship our clients entrust us with.

In 2002, shortly after marrying my high school sweetheart, we left our Wisconsin roots to build our life in beautiful Colorado. We have since been blessed with four energetic children. We are grateful for the guiding principles our parents have taught us and prioritize our time with family and friends. Any additional free time is spent enjoying warm travel destinations, soccer Saturday's, and mountain activities.

For more than 17 years, I’ve enjoyed educating and counseling clients to financial independence. There is no greater feeling than watching clients meet (or exceed) their financial goals.

My wife and I moved to Boulder from Chicago in 2015. Nine years and two children later, we’ve enjoyed everything Colorado has to offer and have found a more permanent home in neighboring Louisville Colorado. When not counseling clients and spending time with the family, I enjoy working on my marginal golf game, skiing in the winter, cooking, and spending time with friends.

Helping clients achieve and exceed their goals financially, professionally, and personally is why I pursued a career in financial services. It’s an honor to educate and collaborate with our clients (in all phases of life) on their financial plan and strategy.

I moved from Maryland to Colorado in 2015 when I began my Undergraduate studies at the University of Denver where I played four years of Division I Lacrosse. Slowly but surely, I’m recruiting my family and friends to follow me out to beautiful Colorado. In my free time I love hiking in the warmer months, skiing in the winter, and cooking with family and friends.

I have been in financial services in 2009, starting in Scottsdale, AZ before starting my career as Client Service Associate in 2013 in Boulder, CO. I have since had the opportunity to work with a number of advisory teams and a broad range of clients, including individual professionals, business owners, retirees and multi-generational families with diverse and often complex needs.

My formal education includes a B.A. from Villanova University and an M.A. from Arizona State University, where I graduated magna cum laude in English Literature. I thrive on being part of a world-class organization and financial advisory team that aims daily to provide clients investment and service excellence.

Outside of the office, I devote time to family and friends and am a health and fitness enthusiast. My most cherished activities include horseback riding, trail running, yoga and experimenting in the kitchen with plant-based recipes and seasonal produce from our beloved Boulder County farms.

I transitioned to the financial industry in 2021 joining Prudential’s Career Development Program and spent two years as a Financial Advisor with Prudential. Wanting to expand my financial education, I accepted a role with the BlueWater Group in June of 2023. Prior to the financial world, I had a 12-year career as an Audio Engineer for film and television, having worked on over 200+ film and television projects, and was lucky to work on award-winning sound teams.

I am originally from Wisconsin but considers myself an expert nomad because I’ve lived in every American time zone except Alaska; a box that will likely remain unchecked. My fiancé and I have lived in Colorado for five years, and can be found golfing, fly fishing, backpacking, or playing cribbage.