Specialties
About Me
Like many of my clients, I know what it means to make big life changes.
In 2013, my wife Adrienne and I took a leap of faith, leaving Michigan to build our new life in beautiful Boulder County, Colorado. Making that change taught me a lot about planning for life's big transitions. Today, I help others navigate their own big change - retirement. As both a CPA and financial advisor, I look at your retirement from every angle - investments, taxes, income planning - so nothing gets missed. What I really do is help you answer the questions that matter: Will your money last? How can you spend with confidence? What about taxes? No complex jargon, just clear guidance for your next chapter. Outside the office, you'll find me exploring Colorado's trails with my family, including our two young kids, Emmerich and Arlowe. We love this life we've built here, and I'm passionate about helping others build the retirement life they want too.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, CPA, Personal Financial Specialist PFS
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Winding Trail Financial Planning, LLC is an Investment Adviser registered with the State of Colorado. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Winding Trail Financial with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.windingtrailfinancial.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.