Over three decades of this work, the moments that still resonate most is sitting with someone, running the numbers together, and watching something click. They see what's actually possible, sometimes for the first time, and that never stops being worth showing up for.
Before founding Cherry Creek Investment Advisors, my path ran through the U.S. Treasury Department and Congress, which gave me an unusually direct early view of how financial systems work from the inside out. Colorado State University came before that, and Denver has been home ever since, though these days that means Castle Rock, where the wildlife outside the window is a genuine perk.
The philosophy that shapes how I work has stayed consistent over the years. Everything gets built around the person in front of me, with no templates and no generic playbooks. Complicated material gets translated into plain language, and the conversation happens between equals rather than across a hierarchy. Beyond client work, I've channeled a good portion of what I've learned into writing, having authored two books with a third currently underway.
My wife and adult child are both partners in the business, which makes Cherry Creek a family operation in more ways than one. Away from work, I'm likely somewhere underwater with a dive tank, behind a camera, or watching the Broncos with more faith than the record probably warrants.
