Growing up in Austria instilled a deep appreciation for family, culture, and different perspectives, which he believes helps him better serve clients.
Joined Lido: 2024
Homebase: Louisville, CO
Professional Focus: Uses analytical skill to help clients achieve their long-term financial goals, guiding them in growing, protecting, and planning their wealth. Drawing on a family-office approach, he focuses on delivering solutions that provide clarity, confidence, and lasting impact.
Professional Designations: Chartered Financial Analyst charterholder
Education: B.A., Central & Eastern European Affairs, University of Colorado—Boulder; M.B.A., University of Denver—Daniels College of Business
Previous Work Highlights: Began his career at Wells Fargo Private Bank, where he served as a Senior Vice President and Senior Investment Manager before moving on to be Platte River Wealth Advisor’s Director of Investment Strategy prior to its partnership with Lido Advisors.
Personal Facts: Enjoys spending time with family and friends, as well as road biking, pickleball, skiing, collecting historic stock certificates, and reading about financial history. He completed Colorado’s challenging 115-mile Triple Bypass twice and looks forward to tackling it again in 2026.
