Whatever you do, surround yourself with smart people who'll argue with you"
I am a Colorado native, a Christ follower, a husband, and an new father. I am also an amateur golfer, a professional arguer, and a carnivore.
A round of golf, a tomahawk ribeye, a bold cab, and a board game with my wife sounds like the perfect day. I put my faith and my family before all else and I value loyalty above any other trait.
I am a CERTIFIED FINANCIAL PLANNER (CFP®) professional, as well as a Certified Investment Management Analyst (CIMA®) practitioner. I have over 10 years of experience as the Chief Investment Officer and Portfolio Manager at Capital Financial Group (CFG), an Independent Registered Investment Advisor in Denver, Colorado.
I have the pleasure of working with my father, Dennis, and my brother, Cole, everyday at CFG. I love what I do and who I get to work with.
Financial planning and investing is a true passion of mine. This blog is a fantastic way for me to give back to a profession that has given so much to me and my family over the years.
Thanks so much for stopping by!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
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Investment advisory services offered through Capital Financial Group, Inc. Capital Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.