I am focused on helping clients work toward their retirement dreams by utilizing a well-thought-out financial strategy.
Before joining the financial services industry, I served four years of active duty in the U.S. Army as a communications officer. After my military career, I followed in the footsteps of my father, Harry, who has been a financial advisor for more than 50 years. I graduated magna cum laude and was inducted into Phi Betta Kappa at Washington and Lee University in 1980 and obtained my MBA from the University of Colorado in 1991. I started my financial services career with Northwestern Mutual, where I worked for more than 14 years.
In 2005, I purchased my own building and founded Ascent Financial Group. In addition to my insurance and securities licenses, I hold the Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) designations.
My wife, Tami, and I have been married for 19 years and have five children — Rebecca, Alexa, Whitney, Bryce and Brett — and three grandchildren. I am an avid runner in my free time and have completed dozens of marathons. I also enjoys hiking, skiing, golfing and basketball.