“Just say it out loud, today's the day I stop messing around and be the better me” – Beartooth
I grew up in Centennial, CO where I attended Cherry Creek High School. During my time there, I played baseball where I met Chad Leigh. During my freshman year, Chad was my summer baseball coach, where he taught me and my team some very valuable lessons around baseball, work ethic and life. Some of the lessons and stories carried with me through my career as I played college baseball at Texas Tech and Regis University. I graduated from Regis University with a Bachelor of Science: Finance, which led me to my career in Financial Services.
I started in the Financial Services Industry because I truly love helping and coaching people to better their lives. Over the years, I have accumulated knowledge and experience from other firms that I have worked at and applied it to what I do now. I truly believe a plan is the foundation to success in any part of your life, especially your finances. I love the feeling of showing someone the “ah ha” moment that they can meet the goal they set out to complete.
Prior to Leigh Wealth Management Group, I was living in Celina, Texas working for Fisher Investments as a Vice President of Client Services with a focus on Financial Planning. My family and I had just visited Colorado and decided we wanted to move back. Five days later, there was a new opportunity here at Leigh Wealth Management Group that was calling my name. I believe it was destiny that I came back here to work for Leigh Wealth Management Group. This team is amazing and is something special that you cannot get from other Investment Advisor practices. This is truly a family-oriented practice, and everyone is dedicated to making every client experience unique and special.
Outside of the office, I enjoy spending time with my family. My wife, Lauren, and our three sons Oliver, Jayden and Marshall keep us busy. We are active with hiking, sports, and spending time with family and friends. My family is the most important thing to me in life. I also love hockey, mountain biking, baseball, listening/playing music (guitar), poker, concerts, and gaming.
Education and Designations:
- Series 66 (Uniform Combined Investment Advisor State Law)
- Series 7 (General Securities)
- Regis University Bachelor of Science: Finance