Advisor profile


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  • Transfer funds, and much more
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16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Investment Management
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Insurance
  • Social Security Retirement Benefits

Education

  • University of Colorado, Denver CO - Bachelors of Science in Business Administration

Interests

My husband and I are the proud parents of a son and daughter who are active in wrestling and soccer and share a love for all sports. Our family enjoys camping adventures together and the lively company of our three dogs.