With over twelve years of experience in the real estate industry, my career began as a Certified Public Accountant. I mastered intricacies of personal, partnership, and entity tax return preparation before moving into private industry. Real estate was my focus. I went on to managed finance and accounting for a homebuilding joint-venture with Lehman Brothers, and later corporate finance for a prominent luxury resort development company with projects in Aspen, Sonoma Valley, New York, and Cabo San Lucas. The projects I helped develop were numerous. In 2012, I was very lucky to help co-found a land-preservation holding company focused on acquiring agricultural land and water rights in Colorado.
Southern Vermont was where I grew up. I went to high school in Massachusetts at Northfield Mount Hermon and graduated from CU Boulder. When I am not working on structuring creative loan files, you might find me at the pool with my wife and two young children. As a family, we love to hike, bike and ski. You might also spot us out on the town enjoying Boulder’s great restaurants.
My wife and I are active in Jarrow Montessori where our two little ones go to school. We are also active supporters of EFAA here in Boulder County. We believe creating stability for families is the best ways to support our community and give children a confident, wholesome childhood.
I am passionate about creating long lasting relationships with my clients. You will find that I am genuinely interested in you as a person and your goals. I listen not to respond to you, but to hear you.