For as long as I can remember working with investments has been my passion. In the eighth grade I was president and founder of our class “stock club”. Entering college there was no need to waffle when selecting a major, finance was it for me. While my affinity to study investing at an early age may seem odd to most people I can honestly say that as managing partner of HWM I am truly living out my dream career. The journey has been a pleasure because every day I have the opportunity to do what I love: work with our clients to understand and manage how their wealth relates to accomplishing their goals and dreams so they can confidently live their best life possible. Thomas Edison said, “I never did a day’s work in my life. It was all fun.” That is how I feel. I don’t have a “job” – I help people doing something I love to do!
After studying finance at Colorado State University I spent several years working at Wells Fargo as a Financial Branch Manager and Financial Advisor before co-founding Heirloom Wealth Management with my longtime friend and business partner Mike Miller. I have a Masters Degree in Personal Financial Planning from the College for Financial Planning and am a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). I am also a NFLPA – Registered Player Financial Advisor.
Away from the office I enjoy spending most of my free time with my wife Lesley and our daughters Harper and Hannah. I am an avid golfer, hiker and skier. I volunteer with the Leukemia and Lymphoma Society (LLS) and in 2018 was nominated as a candidate for the LLS Man and Woman of the Year award. We are very active within the Denver, CO metro area Catholic Church community and our local parish, All Souls Catholic Church. Additionally, I serve as a member of the Investment Committee of the Archdiocese of Denver.