“A goal without a plan is just a wish.”
-Antoine de Saint-Exupéry
Achieving goals in one’s life, big or small, financial or otherwise, requires hard work, focus, dedication, and discipline. However, the navigational aspect directing the steps along the way is what allows the journey to continue sustainably, and that is my focus and passion as a financial advisor. Identifying not only the ideal destination in the distance, but also the incremental objectives along the way in the context of one’s unique comprehensive situation is paramount to building a trusting relationship and manifesting a complete financial plan. My mission is to help my clients pursue their goals, and ultimately achieve financial freedom as a strategic partner by their side every step of the way.
My professional career began in 2016 after earning my Masters of Accounting from University of Colorado’s Leeds School of Business and later becoming a licensed Certified Public Accountant in the State of Colorado. Amazing chapters in both public and corporate financial accounting eventually illuminated a strong desire to work directly with individuals and families as a trusted fiduciary. My dream of one day serving clients in that capacity became an opportunity to grow and build lifelong relationships when I joined Latitude Financial Group in 2024. My professional experiences serving assurance clients, complex corporate entities, and their various stakeholders have afforded me unique perspectives that allow me to provide an unparalleled client experience.
My wife and I are proud to call Denver home and look forward to growing our careers and family here for decades to come. We live for sports, traveling, and live music, and you can always catch us cheering on our beloved Buffaloes at University of Colorado football home games.