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Meet Ted


Ted is an analytical, detail-oriented Senior Wealth Advisor and Co-Founder of Valorem Financial. He is a CERTIFIED FINANCIAL PLANNER ™ practitioner and graduated from the University of Northern Iowa with a bachelor’s degree in accounting.

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 into a career in financial planning and wealth management.

Ted 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 since 2014.

Outside of work, Ted enjoys spending time with his wife Carrie and their young son, Benjamin. They enjoy biking, skiing, golfing, traveling, hiking, and trying new restaurants. Additionally, Ted is a passionate Iowa Hawkeyes fan, and also roots for the Denver Broncos and Rockies.


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