Advisor profile


My approach

TEAM PERSPECTIVE & PERSONALIZED SERVICE

  • Comprehensive financial planning approach
  • Wealth management & tax planning strategies
  • Retirement & estate planning strategies

We strive to be our clients' "go-to" resource for financial planning and investment advisory services. We believe our experience providing customized and knowledgeable financial advice helps our clients simplify their financial lives and can offer clarity in our increasingly complex world. Together, we systematically review progress toward client goals and adjust our strategy to reflect personal and economic changes as needed. Our perspective is combined with a sincere interest in each of our clients' financial objectives.

21
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 Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science - Business Management, Colorado Technical University (2007)

Awards & recognition

  • Five Star Wealth Manager, 2019 - 2023
  • Panoramic Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023

Interests

I enjoy spending time with my husband (Erik) and our three boys (Noah, Evan, and Adam), two dogs (Lindy and Bruno), as well as family and friends.

I very much enjoy being outdoors, camping, hiking, gardening, and other outdoor activities. We stay active participating in local running events with our friends and family.

Over the years we have volunteered in various sport and extra-curricular activities for our kids and those organizations.