Founder & CEO
Brings more than 25 years of broad financial services industry experience to Crestmoor, which he founded in 2010.
Previously, served as the Colorado CEO and Chairman of Compass Bank (now BBVA Compass), where he grew the company from inception to over $2 billion in assets and more than 30 branches, and as a private equity investor and executive in the community banking sector.
Has directly managed, or overseen as CEO, many diverse businesses including energy banking, municipal finance, mortgage banking, SBA lending, brokerage operations, trust businesses, insurance businesses, and new markets tax credit funding.
Served for 7 years as an independent trustee and a co-founding director, and as chairman of the investment committee, of the Jackson Variable Series Trust mutual fund complex (Jackson National is a wholly owned subsidiary of Prudential PLC) — 30+ SEC registered mutual funds with over $12 billion of assets, successfully sold/merged in Q1 2018.