Believes financial success begins with financial literacy and constantly evolves his knowledge to make sure he can effectively educate his clients.
Joined Lido: 2025
Homebase: Boulder, CO
Professional Focus: Assists with client outreach and portfolio recommendations. He enjoys the blend of problem solving and helping clients reach their personal and financial goals.
Education: B.S., Business Administration—Finance, University of Colorado, Boulder
Previous Work Highlights: Began his financial career as a Business Development Intern at GoodLynx, a fintech and capital markets startup focused on renewable energy tax credit interactions.
Personal Facts: Enjoys all things sports—especially snowboarding, football, and Formula1 – he even skipped his graduation ceremony to cheer on the Nuggets at a playoff game instead!
