Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Divorce Financial Planning
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Investments
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst

Education

  • University of Denver, BSBA in Finance/Marketing

Community participation

  • Proud supporter of PBS and local animal charities.
  • Long-time members of the Denver ZOO.
  • Voting member and volunteer of Colorado PTA.

Interests

  • Mother of a five year old son and a eight year old daughter.
  • We enjoy a wide variety of outdoor activities including hiking, attending events throughout the year, and exploring the world around us.
  • Personal interests include travel, books, and history.
  • PTA board member at a Douglas County public school.