Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investment Management
  • Employee Stock Options
  • Saving for Education
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®

Education

  • MSFS, Masters in Financial Services from the American College in 2011
  • Master of Science and Accounting from Keller Graduate School of Management of Devry University

Interests

I am a Docent for the Cheyenne Mountain Zoo Auxiliary.

I love gourmet cooking.

I have a passion for dog rescues.

Community participation

Cheyenne Mountain Zoo

National Mill Dog Rescue

Awards & recognition

  • Ameriprise Circle of Success, 2011-2012