Planificación Financiera para Cuidadores - Video por Encargo

I was drawn to becoming a Financial Advisor by recognizing the unmet needs that individuals, families, and businesses have in making informed decisions with their funds to achieve their version of financial wellness. As a result, I started Better Pockets Financial – alongside Josh – to continue making a positive impact on others.  

The thread of commonality that links all my professional roles is my personal mission to make a positive impact on others, so they can subsequently foster their own positive impact on others, creating a community-level movement towards positive change! As such, I value building strength-based relationships, having candid conversations, comprehensive planning, and working cooperatively in a trustworthy manner. 
 
I am a native of Colorado and have lived along the front range and mountain regions. I received a bachelor's degree in Social Work from Colorado State University (CSU) and a Master of Business Administration (MBA) from Regis University. Additionally, I have obtained certifications from the Project Management Institute (PMI) and the American Society for Quality (ASQ). 
 
When not working, I enjoy spending time with my amazing wife, Carla, our cockapoo dog, and extended family. My interests – which I am always happy to discuss – include restoring/driving classic automobiles, attending cars-n-coffee events, travelling domestically and globally, listening to a diverse selection of music, and experiencing other cultures. And, the mountains call to me regularly, so I look for opportunities to go fishing, hiking, camping, or exploring. 
 
Outside of work, I volunteer with local non-profit organizations to give back to our community.

I stumbled into financial services right out of college after accepting an internship with an annuity and insurance provider. My goal was to gain experience while looking for another job but turns out the experience was so good that I stayed for over 4 years. While supporting financial advisors, I helped solve some of the financial challenges their clients face. But ultimately, it wasn’t the right role for me, so I moved to England to earn an MBA from Manchester Business School (for any “football” fans – GGMU!) Life brought me back to Colorado and eventually to a position working with local and state governments, focusing on improving retirement plan offerings and outcomes for their employees. Again, I gained more great experience in roles that just weren’t for me. 

During this time and for a plethora of reasons, I accepted that the corporate world might not be for me. With both companies, I was able to help solve problems and offer solutions that really helped my clients. But I also was exposed to some of the gaps in our current system, where far too many people are being left behind. I really hate that part the most – so many people just don’t have access to the help they need. That led to Clint and I launching Better Pockets Financial. We want to have an impact by helping you have an impact – through relieving financial stress, allowing you to live the life you want.