Advisor profile

What you can expect when you work with me

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.

Get started
7
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
  • Women's Financial Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education
  • Investment Management

Education

  • MBA, Finance & Strategic Management, Northwestern University - Kellogg School of Management
  • BS, Accounting, University of Nebraska - Lincoln

Awards & recognition

  • Summit Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Summit Wealth Management, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Managing Director, Charles Schwab & Co., Inc., 2020-2021, Lone Tree, CO, 1
  • Vice President, Ameriprise Financial Services Inc., 2004-2019, Minneapolis, MN, 15

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Summit Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Community participation

Summit Wealth Management Team Volunteering at Food Bank of the Rockies
Summit Wealth Management Team Volunteering at Food Bank of the Rockies
  • Ameriprise National Day of Service - annual participant
  • Food Bank of the Rockies - warehouse volunteer
  • Invest in Kids - Jane-a-Thon sponsor
  • Board Member Baby's Space/Tatanka Academy November 2014-July 2018

Interests

  • Traveling with family and friends
  • Reading
  • Barre class
  • Hiking

My photos

4 albums
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