Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
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


  • APMA™ Accredited Portfolio Management Advisor™


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

Previous experience

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

Community participation

  • Boulder Valley youth lacrosse coach


  • Mountain Biking
  • Skiing
  • Travel