Advisor profile


My approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Intergenerational Planning
  • Retirement Plan Distribution
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • I enjoy my dogs- Saint Bernards and Corgis
  • Volunteering and staying active in the community
  • Cooking and entertaining with family and friends

Community participation

  • Past President and Advisor of EWI Colorado Springs -Serving on the Board of Executive Women International
  • Volunteer Care and Share
  • Member of Colorado Springs Regional Business Alliance
  • Served on the Board of Springs Spree
  • Served on committee Go Red for Women by American Heart Association
  • Past Board of Directors and membership for the Peak Venture Group
  • Past Member of the Master Minds Group
  • Past Member of the El Paso County Contractors
  • Provide local education classes for multiple groups and employers in Colo Spgs

Awards & recognition

  • Five Star Wealth Manager, 2019, 2018, 2017, 2014
  • Women's Choice Award:Financial Advisor, 2013

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.