I am the Chief Investment Officer and a Principal at HC Financial Advisors. With over 20 years’ experience managing portfolios for institutions, mutual funds and individual investors, my responsibilities include asset class and investment research and construction of client portfolios. After finishing an undergraduate degree in business and a Master’s degree in finance from San Diego State University, I joined the state of Montana, managing the state employees’ pension fund and later moved to Wells Fargo, where I co-managed one of their mutual funds. I am a Chartered Financial Analyst (CFA) Charter holder and a member of the CFA Society, as well as a Certified Financial Planner (CFP®).
I am an avid cyclist and have raced competitively since high school. Although racing these days is more for fun, I still enjoy off road endurance races and have finished the Leadville Trail 100 mountain bike race and the Dirty Kanza 200 gravel race. More recently, I have become involved in competitive BBQ and entered several Kansas City BBQ Society sanctioned competitions. If you come over to our house for a weekend dinner, you are very likely to sample several different experimental rib recipes.