My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

More...

Interests

My husband, JC and I have been married for twelve years and we have a son, Deagan that is 5 years old. We feel fortunate to live in beautiful Colorado where we enjoy the outdoors in our own backyard and are often accompanied by our dogs. In the Winter, Deagan is an avid skier that is now carrying poles and exploring black diamonds. In the Summer, Deagan loves biking, camping, swimming, Rockies games, and cheering for his dad at softball. We travel occasionally, especially when it affords us more time with family. A few of our favorite destinations include St. Croix, U.S.V.I. and Victoria, B.C.

Community Participation

  • I strive to help my local communities and charitable organizations in any way possible. I am always open to new ways that I may help, especially in regards to education in finances.
  • I dedicated three years to the Board of Trustees for Colorado Women's Education Foundation where I was President and President-Elect. Scaling back to spend more time with family, I am proud to be a contributing community outreach member at Ethos Financial Partners.
  • I volunteer with several local non-profits including the Evelyn Brust Foundation and the Financial Planning Association of Colorado. I also participate on the MoneyLine9 panel on Channel 9 News.

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2007
  • Barron's Top 1000 Advisors1, 2012
  • NABCAP Premier Advisor: Ethos Financial Partners, 2011
  • Five Star Wealth Manager: Ethos Financial Partners , 2010

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CRPC®  Chartered Retirement Planning CounselorSM
  • APMASM Accredited Portfolio Management Advisor
  • Business Financial Advisor
  • Insurance Specialist
View Definitions

Education

  • University of Pennsylvania
  • College for Financial Planning®
  • The American College

My Photos Show Thumbnails

December 2012. Twice annually, we host a warm home-cooked meal for the families at the Ronald McDonald House® of Denver.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.