Advisor profile


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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Business Retirement Plans
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Women's Financial Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, History, Hampden-Sydney College in Virginia

Awards & recognition

  • Tarian Wealth Management, Ameriprise Client Experience Award, 2020, 2024

Previous experience

  • Wells Fargo Advisors, 2015-2017
  • Legg Mason Global Asset Management, 2002-2014

Community participation

  • Boulder Valley youth lacrosse coach

Interests

  • Mountain Biking
  • Skiing
  • Travel