Throughout my entire life, I've possessed a natural talent for nurturing and fostering relationships. These qualities have remained a constant as I embarked on my career journey in 2005 as a Credit Manager at Wells Fargo. During that time, my primary focus was on devising innovative strategies to assist my clients in managing their debt more effectively.
In 2010, I embarked on a partnership with Michael Euston at Wells Fargo Advisors, enabling us to adopt a more comprehensive approach to managing our clients' financial portfolios. Our shared vision centered on the idea that by combining our complementary skills and delivering tailor-made solutions to meet each client's unique needs, we could create something extraordinary. As fiduciary financial advisors, our unwavering commitment has always been to collaborate with like-minded business owners and high-net-worth individuals, placing honesty and integrity at the forefront and prioritizing our clients' best interests.
In April of 2014, we took a bold leap of faith by transitioning our practice to an independent platform, giving birth to Heirloom Wealth Management. This move liberated us from the influence and conflicts of interest associated with an affiliated bank. The essence of Heirloom is rooted in a straightforward belief: we aspire to see our lifelong clients "Live Well." This means ensuring that clients have the peace of mind that comes from knowing they are supported by experienced, compassionate, and capable professionals. It also requires helping each client gain clarity about their life goals and the confidence that they can achieve them financially. I consider myself to be my clients' "CFO," working holistically to improve their financial well-being and that of their families.
Heirloom Wealth Management rapidly gained recognition as one of the fastest-growing firms in Colorado. However, amidst this rapid growth, I began to sense that my time was being diverted from what I cherished the most. This realization led me to a crossroads. In 2019, a fortunate turn of events occurred when Rick Hurley assumed the role of CFO, allowing me to focus exclusively on what I am most passionate about – taking care of my clients.
Witnessing my father's battle with a terminal illness, MSA (Multiple System Atrophy), which sadly claimed his life in November 2021 at the young age of 63, was an emotionally challenging experience. It deepened my understanding of why I am so passionate about this industry. I have the privilege of leveraging my knowledge and expertise in wealth management to assist the people I care about – my clients, in making the most of their time on this planet. For me, retirement is not solely about amassing wealth; it's about savoring and safeguarding what you have.
On a personal note, I belong to the small percentage of individuals who married their high school sweetheart. My wife, Courtney, and I stay busy shuttling our three children to and from their various sporting events. Our oldest, Madison (born in 2008), has become a formidable soccer player. Next in line is Jace (born in 2010), who has developed a strong passion for baseball and football. Our youngest, Lane (born in 2012), also plays baseball, following in his older brother's footsteps. Whenever we can find the time, our family enjoys the thrill of wake surfing behind our boat in Glendo, Wyoming.
My educational journey began at the Air Force Academy Preparatory School before I transferred to the University of Nebraska at Kearney. During my time there, I had the honor of being recognized as an All-American running back and, to my surprise, I still hold the career rushing record at UNK.