As a Managing Partner and Financial Advisor at Boulder Wealth Advisors, I have dedicated over 19 years to the financial services industry. My financial career began in May 2006 at Janus Capital Group. In 2012, after serving as a Retirement Director at Janus, I joined PIMCO as a Vice President before ultimately finding my home at Boulder Wealth Advisors. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a testament to my commitment to providing comprehensive financial advice. Prior to beginning my career, I earned a bachelor's degree from the University of Colorado at Boulder, laying the foundation for my future endeavors.
I am motivated by the relationships I build with clients, solving their financial challenges, and helping them create lasting legacies. The ever-changing markets keep me engaged and driven. I take a client-first approach, customizing financial plans and investment portfolios to fit each client's unique situation. I understand that as life evolves, personal and financial goals may change, and I’m here to provide guidance every step of the way. My greatest values lie in serving as a trusted resource, offering holistic planning, and delivering experienced investment advice.
Currently, I reside in Erie, Colorado, with my wife, Erica, and our children, Lucy, William, and Declan. My children are very active in athletics, and I relish the opportunity to coach them, and watch them play. I am active in my Church, and enjoy volunteering in the community. In my free time, my family and I love skiing, golfing, and traveling the world together. During the fall and winter months, you can often find us tailgating and attending University of Colorado football and basketball games.
CFP® professionals have met the CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements:
Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas the CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in March 2012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course.
Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations.
Experience – Complete 6,000 hours of professional experience related to the personal financial planning process or 4,000 hours of apprenticeship experience that meets additional requirements.
Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks:
Ethics – Commit to complying with the CFP Board’s Code and Standards. This includes a commitment to the CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP® professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client.
Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.