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Experience

As the leader of the family office practice for the firm’s Rocky Mountain region, I help families reach their personal dreams. Our focus is to make complex lives more manageable so families can focus on the things that really matter to them.
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Specializes In

I met my wife, Sharla, my freshman year in college, and we’ve been together ever since. I’ve been fortunate to have found my best friend and have a wonderful family.

Additional Thoughts

Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
Whitepaper February 6, 2019 15 min read
Concerned about your company's loan covenant compliance? Your bank is!
Sandor Jacobson
Article January 30, 2019 4 min read