Since graduating in 1992, I have been dedicated to helping my clients understand their finances, generate income, and preserve their assets. I'm passionate about empowering consumers to take control of their financial future, and I truly enjoy working with my clients.

Over the past decade, I have educated more than 10,000 people on minimizing retirement worries by generating ongoing retirement income. My focus is on both income generation in any market environment and capital preservation. With over twenty-five years of experience in the financial arena, I am committed to empowering individuals, couples, and business owners with the knowledge they need to take control of their financial futures.

I earned my Bachelor of Arts degree in Economics from the University of California, Los Angeles. I now split my time between Denver, Colorado, and Naples, Florida, working virtually with clients throughout the United States.

When I'm not working, I enjoy restoring classic cars and spending time with my wife and our four rescue dogs.