Meet Ted


Ted began his career by passing the Certified Public Accountant exam and utilizing his accounting degree as an Internal Financial Auditor for Honeywell.  After several years of traveling the globe while auditing, Ted realized his real passion was working with people and helping them plan for their futures.  In 1998, he transitioned his accounting skills into a career in financial planning and wealth management.

Since then, Ted has not only achieved the designation of an Accredited Asset Management Specialist (AAMS), he has also become a CERTIFIED FINANCIAL PLANNER™ Practitioner who is dedicated to helping individuals pursue their financial goals at all stages of life.  Ted believes in creating individualized financial plans for his clients and building long-term relationships that allow him to fully know and understand his clients’ needs.  Ted has served on several community boards in the past and has been listed in the Denver Business Journal as a Five Star Wealth Manager each year from 2014-2021*

On a more personal note, Ted enjoys spending time with his wife Carrie and their young son Benjamin.  They enjoy biking, skiing, golfing, and traveling.  You may also find them enjoying a new restaurant downtown or taking a family hike.  Ted is a passionate Iowa Hawkeye fan as well as rooting for the Broncos and Rockies.


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Best piece of financial advice received: 

Always live within your means

Favorite quote:

Be fearful when others are greedy and greedy when others are fearful.

Favorite movie:

Saving Private Ryan

Favorite TV show:

Modern Family

Something on your bucket list:

Play golf at Augusta National

Place you’d most like to visit:

The Galapagos Islands


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