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
26
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
  • Family Finances
  • Retirement Income Strategies
  • Investments
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, James Madison University, Harrisonburg,VA
  • Master of Science – Financial Services, College for Financial Planning

Awards & recognition

  • Summit Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Summit Wealth Management, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Five Star Wealth Manager, 2012-2014

Professional associations

  • Financial Planning Association

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Summit Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Summit Wealth Management Team Volunteering at Food Bank of the Rockies
Summit Wealth Management Team Volunteering at Food Bank of the Rockies
  • Ameriprise Day of Service - annual participant
  • Food Bank of the Rockies - warehouse volunteer
  • Invest in Kids - sponsor of Jane-A-Thon fundraiser
  • Metro Denver Partners - a local nonprofit organization providing mentoring and youth programs for at-risk kids in our community, Denver, CO
  • Volunteer Youth Soccer Coach - Colorado Storm
  • Organize and support volunteer activities through Junior Achievement, offering programs to foster work-readiness, entrepreneurship and financial literacy skills
  • Supporter of the Wild Animal Sanctuary - the world's largest carnivore sanctuary, Keenesburg, CO
  • Supporter of the Nature Conservancy

Interests

  • I am from Maryland, but met and married a Colorado native. We have two amazing boys and a great extended family.
  • We enjoy plenty of activities in the Colorado outdoors including skiing, biking, camping, paddleboarding, etc.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.