Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Colorado at Boulder, Bachelor of Science in Business Administration

Awards & recognition

  • JL Davis Financial, Forbes Best-in-State Wealth Management Teams, 2023
  • JL Davis Financial, Ameriprise Client Experience Award, 2022 - 2023

Honored to receive recognition

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including JL Davis Financial on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!