I am a Fee-Only Financial Planner with Lodestar Financial Planning offering tailored financial planning strategies and cost-effective investment management.
Based in Colorado Springs, Colorado, I proudly serve clients both locally and across the country.
I believe helping people with their finances is a sacred duty. As a fee-only advisory practice, we don’t sell investment or insurance products, so we don’t receive commissions for making recommendations. We feel this minimizes conflicts of interest and is the most objective way to provide financial advice to those we serve.
As a Fiduciary…I have an ethical and legal obligation to work for you, no one else, no other agenda. I take my oath seriously and my clients know it and benefit from it.
As the son of a bush pilot, I spent a unique and exciting childhood overseas in Africa and Haiti. After returning to the United States, I decided to pursue a career of adventure and service and earned an appointment to the United States Military Academy at West Point.
Upon graduation, I was assigned as an officer in the United States Army where I served a successful and rewarding career as an Armor Officer, commanding Soldiers at all levels from Platoon to Battalion, including four combat tours in Iraq and Afghanistan. During my military career I also served at the Department of State in Washington D.C. and the North American Aerospace Defense Command (NORAD) in Colorado Springs, giving me a broad and unique insight into the Department of Defense and Federal Service.
In 2014, at only 4 months old, my youngest son was diagnosed with a severe and catastrophic form of epilepsy called Dravet Syndrome. Through the struggles of caring for a medically fragile child, I was forced to learn how to navigate the complexities of coordinating insurance, government benefits, and the many financial pressures facing parents of children with disabilities. My passion for solving these tough problems eventually led to my pursuit of financial planning as a career where I could continue serving others while capitalizing on my many experiences.
I have earned a Bachelor of Science degree from the United States Military Academy at West Point and a Master of Arts degree in Economics from Vanderbilt University. I am a proud veteran and a special needs parent. I live in Colorado Springs, Colorado with my wife Whitney and sons Avery (UC-Boulder Class of '24) , Bennett, and Hugh.
BS, United States Military Academy at West Point
MA, Economics, Vanderbilt University
Series 65, Uniform Investment Advisor Law