Living in northern Colorado my whole life has allowed me to build strong relationships with people and businesses within our community. I’m a Fort Collins native, and an alumnus of Colorado State University. My personal philosophy is to inspire toward a sustainable and unified community, society, and planet with a genuine appreciation toward each individual’s own pursuit of happiness.
My aim as an LPL Financial Advisor is to build a lifelong relationship with you on a foundation of trust, integrity, and friendship.
As an advisor, my personal goals for my clients are summarized as:
Maximize performance of assets
Actively manage risk
Act as a teacher and coach
JBA is my home because our firm is independent, our environment is collaborative, and we are rich and diverse in experience. Over time you and I will tailor a plan designed to work towards your family’s individual financial goals, and generate real wealth extending beyond account balances.
In my personal time, I enjoy many activities such as camping, hunting, fishing, gardening, and playing poker. Experiencing life’s adventures with my wife Melissa, and my 2 children is my foremost passion.
Licensed in the following States:
Securities: AZ, CO, FL, GA, IA, MI, MN, MO, NE, NM, NY, OH, OK, VA, WA, WY