mark

About Elite Wealth

Making the complex feel simple; that’s my primary goal for the clients that I advise. I’ve been in the industry since 2006, which has given me some very interesting and challenging market cycles to navigate with investors. I specialize in personalized retirement planning & investment advice. My experience allows me to work through complex financial situations on behalf of my clients.

I grew up in a football family, which taught me many life lessons. I played football at the University of Northern Colorado and my dad spent 3 decades as a player& coach in the NFL. I live in Parker, CO with my wife & two teenage sons. Our free time is spent playing/watching/coaching sports along with travelling to new places.

We're established & personable.
< 100
Current households served
$73 million
Assets under management (as of Jan 1, 2024)
How We Invest
Not all investment firms are the same. Here are some of the investment ideologies with believe & practice with clients:
check
Simple > Complex
Financial markets are complex, your investment strategy doesn't have to be
chart
Consistent Communication
Whether the market is moving up or down, we engage with clients to iterate the strategy
magnifying glass
Evidence-Based Decisions
Analyzing market history & probabilities to better understanding investing in today's market
globe
Globally Diversified
Investing outside of the United States creates a well-rounded portfolio strategy
arrow
Low Cost
Your returns shouldn't be eaten up by fees, and we aim to reduce the overall cost of investing
focus
Tax-Efficient Focus
From account selection to investment choices, we consider the potential tax impact
The Long-Term Investor Mindset
Build wealth gradually; not get rich quickly. We're investors; not day traders. We accept short-term volatility in exchange for long-term growth.
small bull
Invest with Us