Our Team

I am originally from New Smyrna Beach Florida and moved to Colorado in 1985 when I was honorably discharged from the United State Air Force. I entered the financial service industry 17 years ago to not only learn for myself and my family, but to also assist employed families and business owners with successful and sustainable financial planning.

Today my planning is based on the philosophy of the “begin with the end in mind”.  While most of my peers put every effort into retirement accumulation, I put my efforts into spending assets in retirement. By using this philosophy, the accumulation phase becomes more intentional and dynamic, which can help with cash flow decisions throughout retirement.  

I love the outdoors and enjoy hiking, fly fishing, tying flies and attempting to learn how to play golf and spending time with my wife Susan.  One of life’s lessons I believe is to build your life around the people you love and things you love to do. I am grateful to have the opportunity to work in this industry by helping others achieve their lifelong dreams and financial goals. Earning a persons trust and confidence is the greatest compliment one could ever receive.

My goal in working with clients is to improve the quality of their financial lives and well-being. I am originally from Austin, Texas and grew up in the Texas Hill Country. Growing up, I witnessed the lack of financial knowledge and planning and how it devastated my family. This ignited a curiosity and a passion in me to better understand the financial planning world. Before I graduated from the University of Texas at Austin, I was a partner in a telecom business and experienced first-hand the challenges of running a successful business. After selling my interest, I pivoted to the financial services industry over 20 years ago and my experience includes banking, lending, and wealth management.

As a prior business-owner, I am passionate about providing innovative solutions for entrepreneurs, executives, and business owners to help them transform business value and create a legacy.  My focus in working with my clients is to help them with their wealth accumulation strategy and planning and ensuring we distribute it in the most tax advantaged manner.

I am an alumna of the University of Texas where I graduated with a Bachelor of Science in Corporate Communications and am currently finishing my pursuit of the CFP designation. My husband, Derek, and I live in Littleton, Colorado with our two daughters. I enjoy reading, shooting, traveling, martial arts, taking family vacations and devoting my time towards education and hunger-based philanthropy.

Throughout my career building a trusting relationship amongst my clients and colleagues has been my professional focus. The last thirty years in this business have been fulfilling. We have helped many reach their goals, we have advocated for many families and most of all have made a lot of great relationships.

My educational background includes a finance and management degree from Lipscomb university, and a CERTIFIED FINANCIAL PLANNER CFP® designation. My passion is spending time with my family and doing lots of fun outdoor activities such as camping, skeet shooting, skiing, biking. My wife Natalie is an accomplished piano performer and teacher and we have two beautiful teenagers.

*NOT AFFILIATED WITH THE O. N. EQUITY SALES COMPANY OR O.N. INVESTMENT MANAGEMENT COMPANY

A Colorado native, I have always had an immense passion for sports. Pick-up games in baseball, basketball, football, and soccer were an everyday occurrence throughout my youth. Eventually, this love for competition, brotherhood, and adventure led to my enlistment into the United States Marine Corps. Working as an Engineer, I was fortunate enough to participate in various horizontal and vertical construction projects. After eight years in the service, I attended Regis University where I proudly graduated with a Bachelor of Science in Finance.

In college, I was astonished to learn about the wealth gap in this country and the uphill battle we as Americans face when it comes to closing that gap. My new mission in life is to help my clients accumulate wealth by making realistic financial goals and implementing strategies to decrease taxes while reaching those goals successfully.

Currently, I am working towards obtaining the CFP and ChFC designations. I am happily married to my beautiful wife, with whom we have two equally beautiful girls. Our family enjoys traveling, staying in fancy hotels, camping, and going to the park. My hobbies include playing Video Games, Fishing, and dominating Fantasy Football.

*NOT AFFILIATED WITH THE O. N. EQUITY SALES COMPANY OR O.N. INVESTMENT MANAGEMENT COMPANY

With over three decades of experience in the insurance industry, I bring a wealth of expertise to the table as a seasoned insurance agent. My mission is simple: to safeguard what matters most to my clients, whether they're individuals or businesses. I thrive on delivering tailored solutions that address each client's unique needs, ensuring they have the peace of mind they deserve.

Outside the office, I'm an avid sports enthusiast with a passion for golf, cycling, skiing, and swimming. These activities not only keep me physically active but also sharpen my focus and determination, traits that undoubtedly spill over into my professional endeavors.

Let's work together to secure your best future, one where you're protected and empowered to pursue your passions with confidence.

*NOT AFFILIATED WITH THE O. N. EQUITY SALES COMPANY OR O.N. INVESTMENT MANAGEMENT COMPANY

I was born in San Antonio, Texas, into a military family.  That was a disciplined upbringing and included living in Texas, Indiana, Alaska, and Arkansas.  I was fortunate to spend my summers as a teenager on my grandfather’s farm in Southeastern Minnesota and my winters in Ft Worth, Texas.  I  graduated from Iowa State University with a degree in Agricultural Business in 1970 and was first employed in the grain business. 

After two years of working at a country grain elevator for Tabor Grain, I was enabled to purchase a grain elevator with the help of my father and an uncle.  I eventually owned four grain elevators when it became evident to me that my children were not going to be interested in being in the business.  Over a period of three years I sold out of the grain business.  I attended the University of Illinois to accumulate enough credits in accounting to take and pass the CPA test.  My first assignment as a CPA was to work for in the scrap metal business in Danville, IL.  The next assignment was as the CFO for a small grain hedging business in Bloomington, IL, and from there I was introduced to the financial services world in 2000. 

I have been blessed with a wonderful wife for forty-five years, two adult children, and four grandchildren.  My son is an attorney working for the Social Security Administration in the Disability Department and my daughter is the Dean of Academics at Augustine Classical Academy in Lakewood.  My oldest grandson is a senior at the University of Denver, majoring in Japanese and Asian Economics.  Waiting for the rest of the grandchildren to make their mark.

As a Colorado native born into a family of entrepreneurs and raised on a family farm I learned responsibility, planning and work ethic at a very young age. I attended Adams State University on a 4-year gymnastics scholarship and am a graduate of the CU School of Dentistry. I have years of experience in the medical and dental industry, as a business consultant and administrator, as a business owner, in sporting property sales and management, as an inventor with 2 granted US patents and as a financial services professional. 

I love solving problems and ‘fixing things’ …. be that an ailing patient, a business that is not yet reaching its potential, or overlooked financial strategies.  My experiences, ongoing financial education has afforded me the opportunity to join the amazing team at Colorado Financial Advisors to provide financial solutions for clients not only in Colorado but in many states nationwide.   

My husband David recently sold his successful business to move on at a bit slower pace. With proper planning he is enjoying the fruits of his labor, especially no longer needing an alarm clock. We enjoy travel, new adventures, golfing, fitness, home projects and entertaining friends and family.  Our most common denominator is humor- we love to laugh!