What is your role at ElderAdo Financial?
As a Certified Financial Planner™, I help clients make smart financial decisions through every stage of life. My work includes retirement planning, investment management, tax planning, risk management, and creating comprehensive financial plans that fit each client's unique goals. I enjoy working through complex situations and finding practical solutions that help people make the most of what God has entrusted to them. Every client is different, and I appreciate the opportunity to build strategies that reflect their priorities, values, and long-term goals.
What do you enjoy most about helping clients?
The best part of my job is getting to know people and helping them feel more confident about their financial future. Finances can feel complicated, but they don't have to stay that way. I enjoy breaking down complex topics into something people can understand so they can make informed decisions and have confidence in the direction they're headed. Seeing the peace of mind that comes from having a solid plan is incredibly rewarding.
What do you enjoy outside of work?
Outside of work, you'll usually find me with my wife, our son, and our dog enjoying everything Colorado has to offer. We love camping, hiking, golfing at The Bridges, fly fishing, and hunting whenever we get the chance. I'm also involved at our church, and I enjoy spending time outdoors, appreciating God's creation, and making memories with my family.
What is a value that guides your work?
Relationships and stewardship are at the heart of how I approach financial planning. Before I can give good advice, I want to understand what's important to each client and what they're hoping to accomplish. I believe money is a tool, and my role is to help people use it wisely in a way that reflects their values and supports the life they want to live.
What is something you are especially passionate about?
I enjoy helping clients simplify their financial lives. When everything works together in a clear, coordinated plan, people can spend less time worrying about money and more time investing in their families, their faith, and the things they care about most. Retirement planning is one area I especially enjoy because small decisions made today can have a lasting impact for years to come.
What is something people may be surprised to learn about you?
Before joining ElderAdo Financial, I was a financial advisor with Northwestern Mutual, where I worked with businesses and young families through many of life's financial milestones. People are sometimes surprised by how much I enjoy digging into the details of financial planning. I genuinely like running different scenarios, solving problems, and finding strategies that fit each client's situation. When I'm not working, I'm happiest outside with my family, whether we're camping, fly fishing, or enjoying a day in the mountains.