M.S. Personal Financial Planning
  (College for Financial Planning)
M.B.A. w/Finance Emphasis
  (University of Colorado – Boulder)
B.A. Economics w/Computer Science minor
  (University of Colorado – Boulder)

Professional Affiliations

Certified Financial Planner    (CFP®)
Alliance of Cambridge Advisors    (ACA)
National Association of Personal Financial Advisors
Financial Planning Association    (FPA) 
Professional Mentorship Program, the Leeds School of Business at CU-Boulder
Professional Association of Dive Instructors


A Leading Advisor in Boulder County

I founded Confluence Financial Advisors Planning with the goal of helping families, individuals, and small business owners achieve financial independence. As a financial advisor in Boulder County, I serve clients in Broomfield, Boulder, Denver, and throughout Colorado.

I came to financial planning following a successful career in high-technology. Prior to founding McNary Financial, I co-founded two software companies and was awarded top honors by Entrepreneur Magazine. In addition to the CFP® designation, I hold an M.S. in Personal Financial Planning.

To stay current with research and best practices in the field of financial planning, I am active in the Alliance of Comprehensive Planners, the National Association for Personal Financial Advisors and the Financial Planning Association.

I regularly contribute personal finance articles in the Wall Street Journal, U.S. News and World Report, Consumer Reports, Investment News, and other publications. After a nationwide search, I was selected as one of seven financial coaches on “The Invested Life.” This first-of-its-kind online reality series produced by MSN Money features real people facing today’s most common money concerns and their journey to take control of their finances.

Helping the next generation achieve financial success is a passion of mine. I present workshops to organizations of college students and recent college graduates to help them get off to a great start. I wrote Coin: The Irreverent Yet Practical Guide to Money Management for Recent College Graduates to deliver the information they need with wit and humor. More information on Coin and the workshops is available at:

On the personal side, I’ve been married for over 32 years to Scott and have a daughter and twin sons. Favorite activities include skiing, scuba diving, reading, and travel. I am a PADI scuba instructor for A1 Scuba and Travel and I volunteer for several professional and nonprofit organizations including the Downtown Aquarium in Denver where I’ve enjoyed being a member of the dive team for over 15 years.

Please contact me and schedule a Get Acquainted Call to begin planning your financial independence.

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