CHARTERED FINANCIAL ANALYST
I started my first business with two friends during the Middle East oil embargo in 1979. I was young, but who could resist a cup of coffee or a donut while waiting in line to purchase gas? My second endeavor is Capstone, specializing in helping clients plan for their financial future.
At Capstone we look for growth due to relatively lower valuations and return on capital that is improving. The investing came easy because that is what I went to school for and what I learned early in my career. The investment process is explained in “Conquering the Divide: How to Use Economic Indicators to Catch Stock Market Trends” a book I co-authored. The planning aspect of advising is something I’ve learned while working with clients. I thrive on helping clients identify what lights them up and how to organize their financial plan to support the life they live.
I am married to Elizabeth, a schoolteacher by trade, but joined me at Capstone when her exactness for detail was most needed.
I enjoy disciplining myself in business and athletic competition, competing in triathlons and aquathlons. Because I am late to biking, I enjoying the swimming and running much more. Sometimes when I am on a long bike ride, I will do anything to ditch the bike and get off, but the disciplined process and determination keeps me going. This is what I find helps me succeed in business as well.
I have been the Colorado Entrepreneurs Organization Accelerator Champion the last two years as well as the past president of the CFA Colorado. I have an undergraduate degree from the University of Colorado, an MBA from the University of Rochester, William E. Simon School of Business and the CFA designation.
In 2012 I launched AUM in a Box in 2012 to meet the growing needs of financial advisors and provide them with the tools and resources to succeed in growing their business. I attacked the business like I do investing 1. Create a disciplined process by scheduling each day 2. Measure what you do so you can make adjustments 3. Always schedule the next step to move the process along 4. Discovery is crucial – When you sell you should say less than the person you are selling to. I have packaged my experience selling and can provide it to companies in digestible parts to ramp up their own sales.