8500 W. Bowles Ave
Littleton, CO 80123
Toll Free: 844-283-3274
CA License #0K83598
2013 5280 Magazine “Top Wealth Managers in Denver”
My Professional Background
I joined Benjamin F. Edwards & Co. in 2014, having started my financial services career in 2006. In 2012, Jason Clouse and I combined our practices, and we added our trusted associate, Maria Lucido, as a senior registered financial client associate. The Bench-Clouse Investment Group was formed.
Before moving into the financial services sector, I previously worked with a large privately owned defense contractor with an office at the National Geospatial-lntelligene Agency in St. Louis, Mo. After spending a few years in the geospatial intelligence sector, it seemed to be a natural career progression to move to an Innovative aerial photography firm. In that position, I served in a project management capacity while working with county tax assessors from around the country to provide high-resolution aerial imagery. Some notable projects Included flood damage assessments in the mid-west and hurricane disaster assessments following Hurricanes Frances and Katrina.
Jacksonville, Fla. Is my childhood home, and I completed high school in Sioux Falls, S.D. After graduating from the University of North Dakota in 1999, my wife, Paula, and I moved to Colorado In 2006 to satisfy our love of the outdoors and our passion for skiing. We now have a son, Denton, who shares our passion for the outdoors.
Education and Credentials
- University of North Dakota, Bachelor of Science
- Accredited Asset Management Specialist TM, since 2006
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.