I joined Agora Wealth Management after a career in corporate financial services because I believe that goals-based financial planning through a supportive team of advisors truly yields the best outcomes for our clients. Though I appreciated the opportunity to build my skills in fast-paced environments, I enjoy building long-term relationships with my clients and get a lot of satisfaction from seeing how my work helps improve their lives.
I focus on working with clients who are actively working toward their financial goals and who see the value in professional advice. My clients come from all walks of life and appreciate guidance in preparing for a successful retirement, saving for their kids’ college educations, and planning for their legacy.
I work closely with my clients to develop goal-based financial strategies designed to guide them through their entire financial life. Details matter in this business and I am meticulous about following through with my clients to help ensure that every base is covered. One of the most important services that I can provide is a helping hand and reassuring guidance every step of the way.
I grew up in Chelsea, MI, and received my BA in economics at the University of Michigan. I continued my education with an MBA in Finance at Eastern Michigan University. I also have recieved the Chartered Financial Analyst designation, a designation that requires passing three rigorous exams encompassing a thorough course of study in economics, portfolio management, financial analysis, and equity valuation.
I live in Colorado Springs and love the weather and family-friendly atmosphere. When I’m not working, I spend most of my time camping and hiking with my wife Katelyn in the mountains nearby. I also enjoy playing basketball, golfing, and traveling.