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
27
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
  • Small Business
  • Women's Financial Strategies

Community participation

I have been an active member at Chets Creek Church for over 10 years. I enjoy volunteering at our annual Easter community event, as well as other outreach gatherings. My involvement in family oriented programs is a passion of mine. I want to share how strong family values help shape the character in our youth and encourage our future generations.

Interests

I enjoy spending time with my family camping, hiking and bike riding the western Rocky Mountain trails.

My photos

1 albums
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