Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies


  • APMA™ Accredited Portfolio Management Advisor™


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

Awards & recognition

  • Confluence Wealth Management Group, Forbes Best-In-State Wealth Management Teams, 2024

Community participation

  • Member of the Daughters of the American Revolution


  • 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