What is your role at ElderAdo Financial?
As a Certified Financial Planner™ professional, I work closely with clients to understand their goals, identify opportunities, and develop strategies that support their financial future. A large part of my role involves creating detailed retirement plans using our retirement planning software to help clients understand their options and feel confident about the years ahead. I enjoy digging into the details, analyzing different scenarios, and helping clients make informed decisions that align with what matters most to them.
What do you enjoy most about helping clients?
I enjoy meeting clients where they are and helping them bring clarity to their financial situation. Everyone’s circumstances, goals, and challenges are unique, and I find it rewarding to simplify complex decisions and help clients move forward with confidence. I especially enjoy seeing the peace of mind that comes from having a clear financial plan.
What do you enjoy outside of work?
I enjoy spending time outdoors with my wife, our son, and our dog. We love being outside and making the most of everything Colorado has to offer. We have a camper and enjoy taking trips together, exploring new places, and creating memories as a family. Whether it’s hiking, snowboarding in the winter, golfing at The Bridges, fly fishing, or spending time hunting, I appreciate every opportunity to unplug, enjoy nature, and spend quality time with the people I love. Colorado’s outdoors provide the perfect backdrop for many of our favorite adventures.
What is a value that guides your work?
Relationships. I believe effective financial planning starts with truly understanding people. Taking the time to listen, learn each client’s story, and understand what is most important to them allows me to provide advice that is thoughtful, personalized, and meaningful.
What is something you are especially passionate about?
I am passionate about helping clients simplify their financial lives. Financial planning does not have to feel overwhelming, and I enjoy helping people create a clear path forward so they can spend less time worrying about finances and more time focusing on the people and experiences they value most. I especially enjoy working through the details of retirement planning and helping clients see how their decisions today can impact their future.
What is something people may be surprised to learn about you?
Before joining ElderAdo Financial, I worked as a financial advisor with Northwestern Mutual, where I helped businesses and young families navigate important financial decisions and life transitions. People are often surprised by how much I enjoy diving into the details of financial planning. Whether it’s analyzing retirement projections, exploring different strategies, or helping clients understand their options, I enjoy the process of finding solutions that help clients reach their goals. Outside of work, I also spend as much time as I can outdoors pursuing hobbies like fly fishing and hunting with my family.