8500 W. Bowles Ave
Littleton, CO 80123
Toll Free: 844-283-3274
CA License #0K90995
My Professional Background
Before joining Benjamin F. Edwards & Co. in 2014, I worked in management for a regional bank. Over the course of my six years there, I managed three different branches and received three annual presidential awards, where I was recognized for my customer service and operational skills. During my tenure in banking, I found that I thoroughly enjoyed assisting my clients and frequently counseled successful entrepreneurs as they worked to build their businesses.
It was apparent a career involving self-reliance, decision-making, and helping people with informed advice was what I was suited for. I loved all of it. That, along with a desire to help clients on a personal level, is why I moved into a career in financial services in 2010. I partnered with Eric Bench in 2012 and soon after we brought aboard Maria Lucido Mustard as our senior registered financial client associate. Together, we formed the Bench-Clouse Investment Group.
Born and raised across the Hudson River from New York City, I moved to “Colorful” Colorado in 1995, to attend Colorado State University, where I earned a Bachelor of Science degree in business administration with an emphasis in business development.
Today, I work to nurture my passion for the outdoors, but spend most of my time taking care of our clients and my family. My wife and I, along with our two children reside in a community centered within one of nature’s geological jewels, Roxborough Park. Outside of work and play, we spend time volunteering at our kids’ charter school and coaching their extracurricular activities.
Education and Credentials
- Colorado State University, Bachelor of Science in Business Administration and Business Development
- Accredited Wealth Management Advisor™, 2015
What is an AWMA®? Earning the ACCREDITED WEALTH MANAGEMENT ADVISOR℠, or AWMA®, 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.