“Be the change you wish to see in the world” is a motto I strive to embody each day. As a father of two young children and devoted husband to the love of my life (who is definitely my better half!), I’ve come to realize that the greatest impact I can have is to be at my best for those closest to me – my family, friends and clients. “Kindness”, “patience”, and “devotion” are words I think of that guide how I navigate trusted relationships with clients and their families. “Excellence” is another, an aspirational goal that for me implies constant refinement of my craft of investing and financial planning – all in an effort to try to make the lives of my clients better.
Born in Colorado and raised in Michigan, the beauty and opportunity of the West called me back to Colorado as a young adult and Boulder is where I call home. From a personal perspective, my family and I do our best to take advantage of everything Colorado has to offer – nature, skiing, music…and the occasional craft beer. As a lifelong tennis player, I also remain engaged in the local tennis community through competition and volunteering.
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated
By Chase Gelardi, CFP® In my experience, a long career at a publicly traded company can often evolve in ways employees don’t fully anticipate. Everyone’s path is different, but one pattern
By Sergio Ortiz Recently, my wife and I went out to dinner with a group of friends. She’s a nurse practitioner, and before long the conversation turned to the practice
By Chase Gelardi, CFP® Intel has been one of the largest employers in the Phoenix area for decades, after establishing a long-term presence here in the 1970s. For many employees,
