As a founding partner of Agora Wealth Management, I focus on helping my clients simplify their lives and make sense of their financial options. I value a personal approach and I spend many hours getting to know each of my clients to learn about what matters most to them.
My areas of focus include working with people who are who are on the cusp of retirement, helping them turn their years of hard work into a sustainable retirement lifestyle. Retirement is a huge mental, emotional, and financial life transition and professional advice can make an enormous difference
in your long-term financial success. I work closely with married couples to make the most of the Social Security benefits, help manage their income plan and provide for a surviving spouse down the road.
Service is one of the hallmarks of the Agora Wealth Management philosophy and we seek to build lifelong relationships with our clients. My goal is to be my clients’ first phone call whenever they’re facing a financial issue and I like working with clients who see the value in professional help. I am passionate about helping my clients set and pursue goals and I find great satisfaction in seeing them achieve success.
I moved to Colorado Springs in 1999 by way of Idaho Falls, Idaho where I grew up and attended school at Idaho State. To further my professional education and to enhance our services, I earned the Accredited Investment Fiduciary® Designation in 2013, and the Retirement Income Certified Professional® Designation in 2016, so that I can better help my clients successfully navigate retirement in today’s volatile markets. I have been a member of my broker dealers Leaders Group in 2013, 2014 and 2015. I have also been recognized as a Presidents Club Member with Midland National Life Insurance.
I live in Colorado Springs with my wife, Kami, and our two sons, Tyler and Payton. As a family, we love spending time outdoors and enjoying an active Colorado lifestyle. In my free time, I ride ATVs, fly-fish and play inline hockey. I am also passionate about Chicago Bears football and Colorado Avalanche Hockey.