I am the founder, owner and manager of KWM Financial, LLC. I have a passion for all things finance, skiing, health, various other outdoor activities and aviation. I consider myself to be a bit of a “foodie” as well. I am also an airline pilot for Southwest Airlines. I feel very fortunate to be able to have two careers that involve two of my passions – finance and aviation.
I started flying when I was 15 and later attended Embry-Riddle Aeronautical University which led me into my airline career. Soon after, I realized that I had an interest in Finance and began a journey of self-study in the subject. I later decided to formalize my education and earned my bachelor’s degree in accounting from Colorado State University. Soon after, I earned my Master’s in Finance from Colorado State.
I noticed early on in my financial studies that the financial industry seemed to make financial and investment advice unapproachable, intimidating and complicated. In my opinion it doesn’t need to be that way and I have started a wealth management company with a mission to be client focused, approachable and economical. The result is KWM Financial, LLC. I look forward to the opportunity to serve you and to help you reach your financial goals – whatever they may be.
