9035 Wadsworth Parkway Suite 3400
Westminster, CO 80021
After spending many successful years in the financial services industry, I decided it was time to truly utilize all that I had learned and start a better company. A company that didn't get bogged down in red tape or bureaucracy and instead focused on what was truly best for the clients and our team. This simple model has been hugely successful in helping thousands of clients while allowing us to care for our ever-expanding team.
Running my own show is hugely gratifying. I relish the opportunity to do things right and strive to deliver what we say we'll deliver 100 percent of the time. We're building a brand on that promise, and it's working really well. I'm happy, my colleagues are happy and, best of all, our customers get the professional service and expertise they deserve and want in a lender.
My strongest relationships outside of professional circles and my family are the friends I made as a boy in Bismarck, ND, including a few colleagues. We understand one another and share the same values and work ethic. We're all hereto make a difference for people.
I received a B.B.A. in Financial Management from the University of North Dakota and a Master of Security Analysis and Portfolio Management from Creighton University. I have also earned the Chartered Financial Analyst (CFA)designation to deepen my understanding of financial and investment strategies and to apply this knowledge in further assisting our clients.
When I'm not helping our great clients achieve their goals, I love spending time outdoors with my family and friends year round, either camping or skiing. I also enjoy golfing and fishing although I lack skill in both! Mostly, I love working with my friends at Mountain State Financial Group and continuing to create a brand based on competitive pricing and exceptional service and delivery.
Mountain State Financial Group LLC | NMLS: 608235