Our Team

I am one of the founding members of Flagstaff Wealth Management and I’ve been engaged in the financial planning and securities industry since 2008. I have a degree in Economics and Business/Finance from the University of Colorado. 

Jim has been in the Boulder area since 2004 and graduated with a degree in Economics from the University of Colorado Boulder. He has worked as a Financial Advisor since 2009 and prides himself in a personalized approach to asset...

I have lived and been a business owner in the Boulder area since 1985, and am a graduate of CU Boulder. I have been a Financial Advisor since 2009.

I have been a financial advisor since 2006.  I moved to Colorado in 1991 after getting my MBA from George Washington University.  I then worked in corporate finance but was drawn to helping people...