Chief Operating Officer
I serve as partner and Chief Operating Officer of BSW Wealth Partners. As chief operating officer, I manage firm-wide business operations to create an exceptional experience for clients and staff. I work closely with the management team to direct, manage and oversee business strategy and firm-level projects that create firm success.
Before joining the firm. I was a student at the University of Colorado at Boulder Leeds School of Business. I graduated in 2007 with a BS in Business Administration with an emphasis in finance.
Spending time with my wife Jenna and sons Jude and Clayton are top priorities outside the office. You’ll catch us enjoying a local sporting event or exploring Colorado’s great outdoors.
Education, Accreditation, Leadership and Service:
- BS, University of Colorado Boulder
- Schwab Executive Leadership Program – 2015