Advisor profile


My approach

I care about what’s important to you

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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Small Business
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Retirement Plan Distribution
  • Insurance
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • President's Recognition Award for Quality of Advice 2004
  • President's Recognition Award for Quality of Advice 2003
  • American Express Financial Advisor since 1996
  • Series 65 License, 1995
  • Series 63 License, 1992
  • Series 7 License, 1992

Education

  • The American College - Chartered Life Underwriter, CLU ®, 2011
  • The American College - Chartered Financial Consultant ChFC®, 2001
  • University of Colorado graduate - Business, 1979

Interests

Enjoy playing golf, hiking, reading and skiing. Love to travel with my family.

Community participation