Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • M.S. Chemical Engineering, University of Kansas, Lawrence, Kansas
  • B.S. Chemical Engineering, University of Kansas, Lawrence, Kansas

Interests

  • I spend much of my spare time researching my ancestors, my husband’s ancestors, and the ancestors of friends
  • I enjoy knitting and gardening (that is, weeding my husband’s garden), and regular physical exercise
  • My favorite sport is hockey; I only watch now, but I used to play in a women’s roller hockey league
  • We enjoy family vacations at our cabin located about 15 south of Breckenridge, Colorado – at an altitude of 10,500 feet

Community participation

  • Member of the Daughters of the American Revolution