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
16
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
  • Investments
  • Saving for Education
  • Insurance
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B. S. in Nutrition, California State University at Fresno, Fresno CA

Community participation

Member, Arvada Chamber of Commerce

Member, Arvada Historical Society

Interests

  • Spending time with my husband Eldyn and two daughters, Kelsey and Emily
  • Running - I'm part of a local running group and enjoy participating in races from 5k to the marathon.
  • Hiking and biking all over beautiful Colorado.
  • Reading - I have been part of a book club for the past 10 years.
  • Traveling - my extended family in lives in the Santa Barbara, California area. We try to visit a couple a times a year.