Have you ever had the rug pulled out from under you, leaving you searching for answers?
It’s rare to know exactly what you want to do when you grow up. Yet, we all dream and strive for our vision of life. After graduating college, marrying, and buying our first house, I felt prepared (and nervous!) to start a family. We had a strong foundation in marriage and finances, and when our son was born, joy filled our hearts.
That joy quickly turned into worry as our son spent six weeks in the NICU and was later diagnosed with a rare genetic condition. As proud new parents, we were engulfed by a whirlwind of emotions—denial, fear, and confusion. We constantly asked, “What happened? Why us? What do we do now?” In those uncertain moments, we desperately needed stability and guidance, but we didn’t know where to turn.
Maybe you’ve faced a similar situation, feeling lost and unsure. That’s where I come in. I help families build solid financial foundations and gain confidence in their strategies, enabling them to worry less and enjoy life’s journey. Using a simple, one-page Asset-Map, we visually outline your current situation and the steps needed to achieve your goals.
I understand the complexities of facing uncertain futures. There’s no greater joy for me than hearing my clients say, “I finally understand what I need to do.” I thrive on simplifying complex topics and witnessing the moment of clarity in my clients’ eyes. Collaborating to help families realize their dreams is my passion.
Knowing that “the only constant in life is change” reinforces the importance of being prepared for whatever comes your way. It would be my honor to help you dream, envision, and take those essential steps forward, even when the path seems unclear.
My Client's DNA:
- Solid Savers: A history and habit of paying themselves first
- Coachable: Open to new concepts and approaches
- Connected: Life is centered around meaningful and healthy relationships
- Abundance: Desire to share with family and community
- Vision: Always thinking of new ways to grow and enhance the days ahead
- Philosophy friendly: Understands and trusts our philosophy
- Organization: Values organization and understanding information and structure
My Clients can gain Freedom From:
- Worrying that they might make serious financial choices without understanding the big picture.
- Feeling paralyzed and anxious because they haven’t taken the time to know what financial assets they have and why they have them invested the way they do.
- Worrying that they are missing out on opportunities to grow their money.
My Clients are excited about:
- Having a roadmap that helps them make informed decisions about spending--whether that's a new car, a second home, or travel.
- Creating more experiences with family, exploring their interests, or giving back to causes they care about.
- Using a disciplined investment process that feels less overwhelming and more intentional.
Strengths my clients bring to the table:
- Being a good steward of money and resources.
- Valuing collaborative partnerships.
- Having meaningful relationships with family and friends.
- Striving to live a fulfilling life.
Fun Facts about David:
- married to Jeannie since 2009, with two boys: Gabriel (2015) and Graham (2020)
- loves everything about hockey and is a huge Colorado Avalanche fan
- has been described before as a beer "snob", as he enjoys good local micro-brews
- grew up in a military family and is an Eagle Scout (2002)
- is still trying to figure out if he's ever met a stranger!
- donated 12" of hair to Locks of Love when he was in college (no, I didn't wear my hair like that all the time!)
