Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

Contact us

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Divorce Financial Planning
  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Tax Planning Strategies

Awards & recognition

  • Brightside Wealth Advisors, Ameriprise Client Experience Award, 2021

Community participation

  • Realities for Children Boulder County
  • Community Food Share