Since I was a child I always enjoyed helping people and had a knack for cultivating relationships. These qualities stayed with me when I began my career in 2005, while working as a Credit Manager at Wells Fargo, I focused on ways to help my clients by finding solutions for them to pay off debt more efficiently. I began to think of myself as a personal “Family CFO” working more holistically in ways my clients could put themselves and their families in a better financial position. In 2010 I partnered with Michael Euston to better define our practice in primarily working with business owners and C suite executives on wealth and tax management strategies. In 2014 we decided to take our practice independent creating Heirloom Wealth Management. The decade long process helped me to understand why I am passionate about this industry – I get to use my understanding and competency of wealth management to help people that I love –my clients. Our Purpose for our clients is simple – “To live your best life possible”
Professionally, I carry the Chartered Retirement Plan Counselor (CRPC®) and the Accredited Investment Fiduciary (AIF®) designations.
Away from the office, I spend free time with my high school sweetheart and wife Courtney, our three children, Madison, Jace, and Lane. 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 and studied Telecommunications. I also enjoy golf, snowboarding and hiking Colorado 14’ers. I am very passionate about my faith and giving back to my local church.