My passions for both personal finance and the outdoors were sparked while growing up in San Antonio, Texas. My dad probably had no idea what he was setting into motion when he started teaching me about the “magic” of compounding interest. I was first introduced to Colorado Springs thanks to my sister who attended the Air Force Academy.
After graduating from Texas Tech University with a degree in Personal Financial Planning, I moved to Colorado. It was time to escape the Texas heat and take advantage of the endless adventures the Rockies provide.
Today, I enjoy living in beautiful Colorado Springs with my wife, Christy and young daughter, Maggie. We love being outside and enjoy family bike rides!
What was your journey to First Ascent Financial?
I started my career in Personal Finance in 2011 as part of USAA’s Investment Management department in Colorado Springs. While there, I was introduced to the specific financial issues our military members face. After USAA I was a part of a small financial planning and investment firm as a financial adviser. I gained valuable experience creating comprehensive financial plans for the firm’s clients.
Now, I’m excited to apply the knowledge I have learned through my previous experiences into First Ascent Financial.
Why did you start First Ascent Financial?
My goal is to provide people with affordable financial advice regardless of their income, net worth, or investable assets.
I enjoy facilitating experiences that encourage people to discover, reflect, and learn. I am fortunate that I get to do this every day for my clients as their financial guide.