Preserving my clients’ wealth and protecting their legacies has been my life goal since I started in the financial services business back in 2001. Since then I’ve started a handful of companies by helping my clients do just that. Maximize retirement income. Avoid market losses. Protect families and businesses in the event of an unexpected death. I absolutely love helping my clients achieve what matters most to them and I get to do that every day. In addition to running my businesses, I currently serve as the Chairman of the Board of the Forum 400 – the leading 400 insurance professionals in the US.
Personally, I’ve lived in Denver since 1999. My wife and I met that summer and now we have 4 kids attending local schools. We’re active in the community and we both serve on a number non-profit boards, including ACE Scholarships, Colorado UpLife, A Precious Child, and