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
20
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
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Insurance
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Community participation

Blood donation is and always has been a cause I believe in. It is a simple way to positively impact your community and transform lives. Vitalant (formally known as Bonfils Blood Center) makes the blood donation process easy! Click the link below for more information.

Interests

Softball- I enjoy recreational co-ed Softball with my friends and family in Broomfield and Westminster

Basketball- In the Spring & Fall I play Women's Basketball in Broomfield

Religious Studies- I gather with good friends on occasion and study the Baha'i Faith. TheBaha'i Faith is something I hold dear to my heart as it acts as a pilot to my life by having principals I believe in.

Event Planning-I love planning events for my friends and family for important life events