I help individuals, families, and organizations meet their financial goals, and in the process, make a positive impact on people and the planet.
- 21 years of investment industry experience
- Certified Investment Management Analyst®
- Chartered SRI Counselor®
- Degrees in Environmental Policy & Management and International Economics & Commerce
Services | Portfolio Management ($500k Minimum). Holistic Financial Planning, Investment Management, Insurance Planning
Location | Denver, CO and serving clients nationwide.
Phone | (303) 947-3891
“For me, the heart of this work is partnership. I want every client to feel seen, supported, and empowered to make financial decisions that reflect who they are and what they care about. When we align money with values, we’re not just managing wealth—we’re shaping the future in a way that feels authentic and purposeful.”
My Team
I have always believed that two heads are better than one. That’s why I recently made the decision to join my longtime, mission-aligned colleague Brittany Damico at Natural Investments. Together, we leverage our collaboration and diversity of thought to elevate the work we do for clients. We serve individuals, families, and nonprofits, delivering personalized, values-aligned investment management, comprehensive financial planning, and holistic financial consulting.
Drawing on decades of combined experience, we help clients navigate complex financial decisions, focusing on long-term wealth strategies that reflect each client’s values, priorities, and commitment to sustainable investing. Every client’s situation is unique, and we pride ourselves on providing thoughtful, attentive guidance to create tailored solutions that support financial goals and generate meaningful impact.
Your story comes first. What kind of life or retirement do you envision for yourself? What issues and causes are you passionate about? What kind of legacy do you want to leave for your family, your community, the planet? These topics serve as the foundation for every conversation I have with my clients.
If you’re feeling overwhelmed by today’s investing landscape, concerned about how the economy treats people and the planet, or simply want your money to reflect your values, I’m here to help you move toward the future you care about.
“Ultimately, we’re driven by the same mission: to make a meaningful difference for our clients, our communities, and the planet. That shared purpose is our North Star—allowing us to stay aligned, focused, and fully committed to doing the work that matters.”
My Story
In a distant second place in my relationship with clients is my own story. If you’re curious, it begins with my definition of success: living a life in service to something greater than oneself, in a way that brings inner peace and fulfillment. Being a financial advisor allows me to do exactly that—and the operative word is service.
I’ve dedicated my career to mastering financial planning and investments so that you don’t have to. My goal is to work in service to you and your wealth so that it enhances your life, supports the people and causes you care about, and—if you choose—helps improve the world at large.
My work also aligns with a broader mission: contributing to a more just and sustainable capital market system. Early in my career, I witnessed firsthand how traditional finance can create incentives that lead to harmful outcomes—from climate change to social inequity to biodiversity loss. It’s a flawed system, but it doesn’t have to remain that way. The movement for sustainable and responsible investing is reshaping those incentives, helping to build an economic system that addresses humanity’s greatest challenges. I’m honored to dedicate my work to that purpose.
By way of background, I’ve held several senior-level positions within the investment industry over the past two decades and hold designations as a Certified Investment Management Analyst® (CIMA®) and a Chartered SRI Counselor® (CSRIC®). I earned my undergraduate degree in International Economics and Commerce from Lafayette College and my graduate degree in Environmental Policy and Management from the University of Denver.
I live in beautiful Colorado with my wife of 16 years, Virginia, and our two rescue dogs, Mickey and Phyllis. When I’m not working, you can usually find me pursuing art or adventure—I have a voracious love of music and visual arts, and I take every opportunity I can to ski, bike, hike, and climb in my beloved Rocky Mountains.