Military and Federal Employees

• Military Service Members  and Federal Employees face many unique elements of organizational culture, pay, benefits, and career development.  Understanding those nuances are critical in offering sound financial advice.
• As a Federal Employee or Military Service Member, your benefits are complex.   You need tailored solutions that generic financial planning just doesn’t address.
• Let us help you find the right balance between your financial future and the competing demands of your current duties and responsibilities, career goals, and family.
• For those getting ready to retire,  we can help you plan and prepare for what will inevitably be a transition from a career of service to the next great life venture.

**Download  your Free Copy of 6 Reasons to Keep Your TSP When You Retire

Special Needs Families

• Caregivers routinely say they need professionals in their life who understand their challenges and environment and can speak their language.  
• They often want to know how much raising a child with a disability will cost and may wonder what strategies are most effective to account for what in many cases may be a lifetime of care for their loved one.  
• Most of all, they want confidence and peace of mind in knowing that they are not alone in what can be a very isolating and lonely experience. 
• We help special needs families create a sustainable plan so they can feel confident their child can meet their potential and enjoy a high quality of life.

Trustees, Guardians, and Conservators

• Being a trustee can often feel overwhelming and full of risk.  A trustee is legally obligated to make appropriate decisions for the good of their beneficiary.  But how do you know if they are the right decisions?
• Having the support of a professional can be very reassuring.  We can partner with you to meet your obligations as a trustee and help you make the right financial decisions for your beneficiary. 
• Our investment strategy is designed to ensure you are meeting your obligations with the right amount of risk, return, and diversification stipulated in the Uniform Prudent Investor Act (UPIA). We will help ensure you are making the best use of the resources available.

BIOGRAPHY

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. 

EDUCATION:

BS, United States Military Academy at West Point

MA, Economics, Vanderbilt University

LICENSING:

Series 65, Uniform Investment Advisor Law