As a dedicated and passionate Financial Advisor at Copper Pass Advisory, I help my clients navigate the exciting financial journey ahead with confidence and clarity.
As your advisor, I specialize in crafting personalized strategies that align with your unique goals, whether it’s building an investment portfolio, mapping out a rock-solid retirement plan, or helping to protect your wealth for the long haul.
I'm not just about numbers and charts—I'm here to be your financial confidant, your go-to person for all things money-related. Together, we'll create a roadmap that empowers you to make smart financial decisions while leaving room for you to enjoy the things you love, surrounded by the people who matter most.
At Copper Pass Advisory, we're not just another financial services group. We're a close-knit community of driven individuals committed to helping each other thrive. Our comprehensive suite of services covers everything from investment portfolio management to retirement planning, philanthropic opportunities, risk management, and much more.
When I'm not crunching numbers and strategizing, you'll find me heading up to the mountains to ski or exploring hidden trails during a thrilling hike. Of course, I am rarely alone, I treasure every moment with my wife, Lisa, and our amazing trio of children—Wyatt, Miller, and Winnie. Our new puppy, Teddy Bear, keeps us on our toes and reminds us to appreciate life's simple joys.