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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

Were excited to present at the IMA 2019 Spring Conference
Event Thursday, March 21, 2019; 8:00 a.m. to 4:40 p.m. Upcoming
A solid IT and cyber strategy fuels strong platform growth
Mike Lipinski
Article March 15, 2019 9 min read
Automotive reinvented: A discussion on the future of mobility
Daron Gifford
Podcast March 12, 2019 13 minute listen
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
White Paper February 6, 2019 15 min read