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Designing Your Wealth Strategy

Build, Protect, Distribute.

Learn How It Works →

Behavior-Based Financial Planning

for Denver, CO and Beyond

Based in Denver, we work with clients in our local community and throughout the country to refine their personal financial strategy. Our goal is to help you achieve your vision of success up to and throughout your entire retirement. We offer both in-person and virtual services, and often a blend of the two, according to what works best for you.

As Featured In:

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Here’s What You Can Expect From Us

Solutions designed just for you.

Your goals are highly distinct to you, which is why we’re firmly against a one-size-fits-all mindset. We take the time to understand the details of your needs and work to create a plan that uniquely fits you.

Options for you to choose from.

We’ll provide you with various paths to your goals and will explore them together. Given our independence, we’re not beholden to certain products. Therefore, we can utilize a range of solutions to meet your needs and provide you with multiple options.

Straightforward partnership.

From day one of meeting you, we strive to be transparent, beginning with whether or not we can add value to your situation and continuing with honesty through our relationship. We believe mutual candor helps us make collaborative decisions that are right for your financial future.

Are Your Prepared to Retire When and How You Want?

Let’s get you there.

Explore How We Can Help →

About Us

Adding Value to Your Financial Life Is Our Personal Commitment 

So, “The UnBiased Advisor” — what exactly does that mean?

Let’s face it: we’re all up against our personal biases in nearly every situation we encounter. And these biases can often prevent us from seeing clearly and, occasionally, from making intelligent choices.

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We address for…

our own biases

by considering all solutions and laying them out for you

your biases

by creating a plan that factors in your strengths and weaknesses


shaking hands in meeting with financial advisor

Our goal is to create a strategy with the best probability of success for you personally. We are dedicated to applying understanding, integrity and professionalism to your wealth journey at every step of the way. That’s what being your trusted team means to us.


I feel fortunate to play a role in helping my clients improve their financial trajectories, and I strive to do so in the most efficient, strategic manner possible. Through an evidence-based approach, I work one-on-one with you to enhance your understanding of personal finances and investing. We’ll explore historically proven theories that increase your likelihood of success and further determine the specific strategy that is right for your needs.

My “why” for being an advisor is based on my passion for wellness as a whole, from financial health to physical wellbeing. As your partner, I aim to find the solution which will provide the greatest benefit to your life. And if my team and I don’t know the answer, we work hard to connect you with the right people and resources in an unbiased manner.

I have spent over 18 years in the financial planning field after graduating from Indiana University with a degree in public finance.

In my free time, I enjoy spending time with my wife and our two girls.  My other passion is functional fitness, so when I'm not learning about financial theory or behavioral finance you can find me diving into the fitness industry.

Certifications

  • Chartered Financial Analyst (CFA) Designation
  • Aswanath Damodaran’s NYU Advanced Valuation course
  • Licenses: Series 6, 7, 26, 63, and 65
  • Securities licenses in: CO, FL, GA, IL, IN, MD, MN, MT, NJ, OH, TX
  • Investment Advisor: CO, IL, IN
  • CFSC certificate
  • Crossfit L1 coach

Affiliations

  • Prior board appointments: Zionsville Chamber of Commerce – President 2015 – 2017, Board Member 2013 - 2017
  • CFA Society of Indianapolis: Secretary 2020, Board Member 2018-2020
  • Boone County Community Foundation: Board Member 2019-2021
  • NAIFA Member 2021

What We Offer

Connecting Your Wealth Portrait with Your Hopes & Desires

Answering Your Financial Questions Together

Am I invested optimally to reach my goals?

My child is going to college—how can we provide financial support?

What can I be doing better?

What do I do with my wealth to make it last throughout retirement?


Developing a Wealth Strategy to Address Your Goals

As part of your strategy, we’ll explore the following areas:

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Financial Planning

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Investment Management

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Life Insurance

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Annuities

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How We’ll Work Together

Get to Know Each Other

In this meeting, we’ll share more about our philosophy, ask questions about your goals, and together determine if we are a fit.

Build Your Tailored Plan

The second stage of our process together may take place over one or several meetings. We’ll dive deeper into your needs, understand where you’re starting from, and establish the right path forward.

Monitor Your Progress

If you decide to engage us for ongoing services, we will regularly review your finances, check in about how you are doing, and make adjustments as your life shifts. You will also have access to us as your ongoing sounding board, guide and partner.


Have You Ever Wondered Why You Are Willing to Take Certain Gambles and Not Others?

Making gains feels pleasurable, but losses are painful. And we all have a unique tolerance for potential loss, also known as your utility curve. Developed by an MIT PhD Physicist, Portfolio Designer helps us map your specific utility function across three distinct dimensions. With insight into how you make decisions under uncertainty, we are able to construct lasting investment portfolios to achieve your financial goals.

Let’s Learn How We Can Help Enhance Your Portfolio

Sign Up to Take Your Assessment


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Ready to Build the Plan that Works for You?

Begin with a Conversation →

Fee Overview


Flat Financial Planning Fee

$2,000

Investment Management

Varies from 1% - 0.5%

based on Assets Under Management (AUM)



Explore a Relationship with Us

Get in Touch →

Insights to Secure
a Healthy Financial Future

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Independently Driven Financial Solutions, Built for You

Working with You How You Prefer

Virtual | In-Person


Our first priority is understanding your situation, your concerns, and your hopes for the future. Together, we can create a customized path towards your success—get started today by reaching out.