Background
My love for finance came early. I remember running home from grade school when I was about 10 years old and checking on the closing prices for the stock and mutual funds my dad owned. I was always amazed you could just go to work and come home that night worth more money.
Having graduated from the Air Force Academy, I spent my first working years flying jets for the Air Force. But investing was always on my mind. I created an investment group when I was 25 years old and stationed overseas called the Dirty Dozen Investment Group. I managed real money even through the 1987 stock market crash.
Because helping people live a better life is a lifelong goal for me (like my father did as a college professor), I went back to Texas Tech University and got a PhD. in finance.
Today, after 20 years of teaching, and positively impacting the lives of thousands of students, I am returning to my roots. This opportunity to serve you as part of a team of financial experienced professionals will now let me help families and friends work towards a comfortable living through their retirement years. I have spent eight years in Fort Collins with my beautiful wife Sally, building solid relationships with its people and businesses – and loving every minute of it.
Philosophy
I am here to listen. I will use my experience and knowledge to save you time and stress by working together to actively plan your financial future. If you want complete transparency and a dependable friend in the investment business, then give me a call. Together we can chart a path toward your future financial success.
Goals
- Building a lifelong relationship based on trust, honesty and friendship
- As a former business owner, help business owners set up retirement systems for their employees and themselves
- Maximize performance of assets though utilizing ALL possible financial opportunities; investments, insurance, and proper risk management
- Act as a teacher and coach
My degrees include BS - Air Force Academy, MBA – Chapman University, PhD – Texas Tech University
My favorite things to do in life include spending time with my family; my amazing wife of 35 years, my two kids and three grandkids. I also enjoy writing music and fiction stories.
Check out my Principles of Greatness (POG) to know a bit more about me!