For as long as I can remember, I have always had a knack for developing and cultivating relationships. These qualities remained with me as I began my career in 2005 as a Credit Manager at Wells Fargo. During this time, I focused on creative ways to help my clients pay off debt more efficiently.
In 2010, I began a partnership with Michael Euston at Wells Fargo Advisors where we were able to take a more wholistic approach to manage both sides of our client’s balance sheet. We shared a vision that by combining our complementary skill sets and delivering outstanding solutions, tailored to meet the needs of each client, we could create something special. Our focus as fiduciary financial advisors has always been partnering with like-minded business owners and high-net-worth individuals. That means acting with honesty and integrity, always putting the client’s needs first.
In April of 2014, we took a leap of faith and moved our practice to an independent platform, founding Heirloom Wealth Management. We were then free of the influence and conflicts of interests of an affiliated bank. Heirloom was born with a simple belief: we want our lifelong clients to “Live Well”! This is achieved when clients have the peace of mind that comes with knowing they are ably supported by an experienced, caring, and competent professional. But it also requires that each client have clarity around what they want in life, and the confidence they can financially achieve it. I think of myself as my client’s “CFO”, working more holistically to put them and their families in a better financial position.
Heirloom Wealth Management quickly became one of the fastest-growing firms in Colorado. But, with the rapid growth, I felt like my time was being taken away from what I enjoyed the most. I found myself at a crossroads. It was a blessing in 2019 when Rick Hurley took over as CFO as it allowed me to exclusively focus more on what I am passionate about…taking care of my clients.
Watching my father battle a terminal disease, MSA (Multiple System Atrophy), which he passed from in November of 2021 at the young age of 63, was very difficult. This experience helped me understand why I am passionate about this industry. I get to use my understanding and wealth management expertise to help people that I love – my clients, ensure they make the most of their time on earth. Retirement isn’t about accumulating the most money, it’s about enjoying and protecting what you have.
On a personal note, I am one of the 2% that married their high school sweetheart. Courtney and I keep busy driving our 3 children to and from sporting events. Madison (2008) is our oldest and has become quite the soccer player. Jace (2010) is next in line and has developed a passion for baseball and football. Lane (2012) is our youngest and, like his older brother, also plays baseball. When we find the time, our family loves wake surfing behind our boat in Glendo Wyoming.
Professionally, I am a Chartered Retirement Plan Counselor (CRPC®)
I attended the Air Force Academy Preparatory School before transferring to the University of Nebraska at Kearney where I was an All-American running back. Surprisingly, I still hold the career rushing record at UNK.