About Us

A primary cause of stress in life revolves around finances! 47% of Americans are living paycheck to paycheck, and have little to no savings. People need financial stability, and once that is achieved, a way to build longterm savings, and a plan to live the life of their dreams after retirement. I serve the people of my community as a financial advisor, helping them build their legacy and establish generational wealth. Together we identify and solve their financial concerns through holistic planning and guidance. ABOUT ME: I moved to Colorado to attend CU in 1971 and graduated in 1975 with a Finance degree. I married my wife Cindi (also a CU graduate) in 1973 and adopted two girls in 1985 and 1989. I was a commercial banker for over 35 years and President of Eagle Bank in Broomfield where I helped small businesses and families with financial needs. David left my banking career after several mergers and begin a career in financial services in 2013. We enjoy skiing, CU Football and Soccer, and travelling. I was recognized for my community service with the 2020 Heart of Broomfield, Gene Frank Award and remain active in community organizations.

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