CERTIFIED FINANCIAL PLANNER™

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Ted found his niche as a financial consultant—it was a way to combine his facility with numbers and his enjoyment of personal relationships. While much of his formal education at Duke University (B.A., 1969) and Oregon State University (M.A., 1972) focused on relationship-building skills (psychology, counseling, etc.), he was always torn between building relationships and crunching numbers. Thus, investment management and financial planning have provided him a highly rewarding professional life. At Capstone, he brings a wealth of expertise in these two areas to areas to define clients’ goals and implement manageable, actionable steps towards achieving them.

Ted’s background includes years as a wholesaler of fine art and as a professional in human services. In 1994, he took his first steps into financial services by getting his General Securities Series 7 license. A voracious learner, Ted completed the College for Financial Planning program (CFP®). Along with hundreds of hours of continuing education, Ted has held FINRA Series 8, 24, 51, 63, and 65 licenses. After 15 years as a Registered Representative, Ted helped found Capstone so he could provide fiduciary advice, always focused on the client’s best interests. A Certified Financial Planner™ practitioner, he has often been a source for financial planning information for the Colorado Springs Gazette, has been published in Financial Advisor magazine, and wrote a column for several years in the money section of at abcnews.com.

Ted has been an active member of the Colorado Springs community for decades, serving as a past Board member for Citizen’s Project, CIVA charter school, the Voter’s Network, and the Ithaka Land Trust. Ted now splits his time between his homes in Colorado Springs and Puerto Vallarta. He continues to provide services to Capstone, participating in its Investment Committee, consulting with Capstone Advisors, and writing periodic updates on both markets and planning issues.

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