We are a team committed to building lifelong relationships with
the individuals and families we are honored to serve.
What We Do -
We help families gain financial clarity and order, enabling wise
choices for today, tomorrow, and future generations.
We are a catalyst for the transformation of dreams, hopes, goals,
and aspirations into tangible planning designed to help each of
our clients achieve what matters most to them.
Why We Exist -
To honor God, love others, and serve with excellence.
|Firm Start Year:||1976|
|States Licensed in:||CO (registered nationally)|
|Number of Years with Current Firm:||35|
|Qualifications & Memberships|
|Financial Organization Memberships:||National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||
Our team includes three CFP®s, two MBAs, and
|Firm's Number of Clients:||140|
|Firm's Number of Planning Clients:||100|
|Firm's Number of Managed Clients:||140|
|Assets Managed by Firm:||$120,000,000|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Only financial professional|
|Compensation Methods:||Based on Assets|
College for Financial Planning
Institute of Chartered Financial Analysts
What a privilege it is for me to lead our team at Petra, a team that lives and breathes our core values every day. And what a blessing to supply the dear people we serve, our clients, with solutions to help them achieve the outcomes in life they really want, both now and in the future.
The part of our core values that most resonates with me is the word excellence. For us at Petra, excellence means exceeding expectations. We rely on each other at Petra and as we together pursue excellence, it makes for a stimulating environment. Working together to exceed our clients’ expectations gives us both opportunity and great joy each day.
I oversee the Investment Management team, actively monitoring our clients’ investment portfolios and working closely with the financial planning team to coordinate investment activity with our clients’ desired outcomes.
I am a blessed man to have the role I have at Petra, to be a part of our unique team and to have the privilege of serving our clients. We have such hope for the future knowing that God will help us each step of the way.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 4:00 PM|