I joined Peak in 2024 after spending the previous three years at an independent investment advisory firm in south Denver. Before that, I spent ten years in corporate finance, primarily with a Fortune 500 firm in Denver, specializing in risk management, debt optimization, and mergers and acquisition due diligence.
I have a bachelor’s degree in finance from Baylor University and was a cross country and track and field athlete while at Baylor. After graduation, I moved to Colorado from Houston, Texas, drawn by the mountains and rivers of the Front Range. I am a Certified Financial Planner™ (CFP®), earning my designation after completing the required work experience, coursework, and exam. As an advisor, I truly value the life-long relationships that I establish with clients and take great satisfaction in being one of the most trusted people in their lives.
Outside of personal finance, I enjoy biking, skiing, rock climbing and the occasional fly fishing excursion with my partner Kristin, her two boys, and our hound dog Walter. I am proud to serve on the board of the Listen Foundation, a non-profit dedicated to helping children who are deaf and hard of hearing achieve a life of independence.
