Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
3
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
  • Cash Flow Management Strategies
  • Family Finances
  • Women's Financial Strategies
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative License
  • Series 66 - Uniformed combined State Law
  • CO Insurance License - Accident, Health, Life

Education

  • Bachelor of Fine Arts, Ballet, Texas Christian University, Fort Worth, TX

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023, 2024
  • Ameriprise Client Experience Award, 2024

Community participation

I have served on the board of Phenomenal Women in Denver for the last two years where we've focused on Community Service, Women Empowerment, and Youth Enrichment. Witnessing the transformative experiences serves as a constant inspiration in my daily pursuits.

Interests

My husband and I have cultivated a large indoor plant collection that has grown to over 100+ plants. When I'm not watering or repotting plants, I spend my time playing board games and cuddling with our two dogs Luna and Atem.