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
18
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
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Small Business
  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Charitable Giving
  • Family Finances
  • Domestic Partner Planning
  • Sustainable and Responsible Investing

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • AEP® Accredited Estate Planner®
  • CAP® Chartered Advisor in Philanthropy®
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • Business Financial Advisor

Education

  • University of Pennsylvania
  • College for Financial Planning®
  • The American College

Awards & recognition

  • Five Star Wealth Manager, 2013-2022
  • Ethos Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Working Mother Top Wealth Advisor Moms, 2019
  • Ameriprise Client Experience Award, 2020-2022
  • WomenCertified, Inc. Women's Choice Award - Financial Advisor, 2018-2019
  • Ameriprise Circle of Success, 2007

Legacy Planning

We offer intergenerational planning for families and closely-held small businesses. Most people want to leave a personal legacy behind that supports their personal values and perhaps family traditions; and their wealth may become part of the legacy. I look to help you bridge the gap between the generations by starting the conversation; I believe an honest and deliberate conversation now can lead to a more seamless transition later. By planning, we may improve the odds of creating longevity of your assets through multiple generations; and we may make the conversation less about simple wealth transfer and more about legacy planning as a whole.

Community participation

  • I strive to help my local communities and charitable organizations in any way possible. I am always open to new ways that I may help, especially in regards to education in finances.
  • I volunteer with several local non-profits, and I also participate on the MoneyLine9 panel on Channel 9 News.
  • I am currently a member of the Women's Estate Planning Council (WEPC) and also serve on the Board of Trustees as the NAEPC Liaison.
  • My passion is helping multiple generations of families with their planning process. I look to find ways we may improve their odds of creating longevity of assets through multiple generations.

Interests

My husband, JC and I have been married for 23 years. We feel fortunate to live in beautiful Colorado where we enjoy the outdoors in our own backyard with our two sons Deagan (15) and Lincoln (7) and are often accompanied by our dog, Reine. In the Winter, we snowboard and ski at our home mountain of Breckenridge. In the Summer, we all enjoy paddleboarding, biking, camping, swimming, and hiking together. Our kitties stay at home waiting for our return from our adventures.

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.