As a Managing Partner and Financial Advisor at Boulder Wealth Advisors, my primary responsibilities revolve around managing investment portfolios and crafting financial plans for our clients. With over 38 years of experience in the financial services industry, I have witnessed many bull markets and bear markets, and learned a tremendous amount throughout the journey. I have honed my investment management skills and dialed in our proprietary financial planning software, Life On A PageTM, over the years.
What truly inspires me are the relationships I have built with our clients across my career. I love helping people see the big picture when it comes to their finances. Nearly everyone has encountered stress from money, but I firmly believe that building a roadmap is the antidote to financial worry. By working closely with our clients, I aim to define both financial and personal goals, designing a detailed plan to close the gap. Helping clients make the most of their lives, however that may look to them, is my ultimate goal. Over the years, I've celebrated with my clients when things go well and have been there as a source of support when they have been faced with life's inevitable challenges. The friendships we've built together make my work incredibly meaningful and rewarding.
Originally from the north suburbs of Chicago, I ventured to Boulder as an 18 year old to attend the University of Colorado Boulder, and never left. My wife and I reside in north Boulder, where we have made our home for many decades. Together, we have two adult children and three wonderful grandchildren. In my free time, I enjoy mountain biking, spending time in nature, and cherishing moments with my children and grandchildren. I also have a passion for reading fiction, which provides a delightful escape and fuels my imagination.