Everything I do is in the best interest of my clients.

With nearly four decades of experience in the financial services industry, I have dedicated my career to helping clients achieve long-term financial security. I began my professional journey at Merrill Lynch in 1985, later advancing through roles at Morgan Stanley and Wells Fargo Advisors before joining Wells Fargo Advisors Financial Network. Today, I specialize in developing comprehensive investment strategies that address the complexities of retirement and estate planning.

My approach is rooted in building enduring relationships and delivering tailored solutions to meet each client’s unique objectives. I am committed to guiding clients through intricate financial decisions with clarity and precision, ensuring their plans align with both current needs and future aspirations.

Beyond my professional responsibilities, I value time with my family. My son, Justen, is a member of our team at Peritus Wealth Management, while my daughter, Jennifer, manages our family-owned guest ranch in Colorado—a property we have cherished for more than 40 years. I also enjoy traveling and exploring new destinations.