About Devin
As an associate wealth advisor, Devin designs plans that lead clients to realize their life and financial goals. He enjoys working closely with client families as he cheers them on and celebrates their planning victories. Devin’s experience in plan construction, student loans and tax planning helps him to protect and build wealth for his clients.
Devin grew up during the 2008 financial crisis where he saw firsthand the importance of planning. This inspired him to pursue a degree in financial planning from Virginia Tech. While in college, he worked alongside talented advisors, learning about the industry from the ground up. Because of this, Devin enjoys anything client facing and he takes great care to get to know individuals on a personal level.
After graduating in 2022, he worked as an advisor in a boutique planning firm in west Denver for two years before joining our team. In 2024, he earned a CERTIFIED FINANCIAL PLANNER™️ professional designation as well as a Certified Student Loan Professional (CSLP®) designation.
Devin, his girlfriend and their pup Folsom currently live in Denver, CO. He spends his free time hiking, flyfishing, mountaineering and running. He is a huge sports fan, following track and field, football and lacrosse. He coaches a youth lacrosse team each year with friends to stay connected with the sport and to give back to the community.
As an associate wealth advisor, Devin designs plans that lead clients to realize their life and financial goals. He enjoys working closely with client families as he cheers them on and celebrates their planning victories. Devin’s experience in plan construction, student loans and tax planning helps him to protect and build wealth for his clients.
Devin grew up during the 2008 financial crisis where he saw firsthand the importance of planning. This inspired him to pursue a degree in financial planning from Virginia Tech. While in college, he worked alongside talented advisors, learning about the industry from the ground up. Because of this, Devin enjoys anything client facing and he takes great care to get to know individuals on a personal level.
After graduating in 2022, he worked as an advisor in a boutique planning firm in west Denver for two years before joining our team. In 2024, he earned a CERTIFIED FINANCIAL PLANNER™️ professional designation as well as a Certified Student Loan Professional (CSLP®) designation.
Devin, his girlfriend and their pup Folsom currently live in Denver, CO. He spends his free time hiking, flyfishing, mountaineering and running. He is a huge sports fan, following track and field, football and lacrosse. He coaches a youth lacrosse team each year with friends to stay connected with the sport and to give back to the community.