I have been a financial advisor with Edward Jones for over 20 years. The longer I am in this role, the more rewarding it becomes. I chose my career to help people. I believe money runs through all things and it is a means to fulfill what is most important to each of us.

I get the opportunity to meet with hundreds of people in an intimate way and discover what their money is for. I then design a specific strategy to help achieve your goals. I use an established process to analyze your goals, invest assets and help keep you on track. We take pride in the relationships we build and quality of the portfolios I construct.

When you work with us, you can expect personalized, timely service and a team that focuses on you. Our clients have complex needs and I work with them, their CPA and attorney to address each facet of their financial strategy, from saving for retirement, to paying for college and transferring wealth.

I have been invited to Barron’s Top Female Advisor Conference nine times in addition to the Edward Jones Managing Partner’s Conference.

My husband, Eric, our son, Sebastian, and I spend most of our weekends on the trails enjoying beautiful Colorado. I'm an avid equestrian and horse girl at heart.

Jeny Mutari started with the firm in 2014 and joined me in 2017. She recently became a Registered Branch associate and is available to provide additional assistance as needed. She enjoys using her data processing and research skills from her prior work as a neuroscience researcher in her role in the branch. She and her husband are outdoor enthusiasts, always on a new adventure.

My Branch Office Administrator, Shelly Loughlin, has just started her career with Edward Jones. She comes to us with 13 years of experience in the financial industry and will be able to provide exceptional customer service to our clients. She is a Colorado native and has two boys. She enjoys hiking, mountain biking and skiing with her family.

My Branch Office Administrator, Terri McBride joined our team recently and brings with her 25 years of experience in the financial services industry. She is passionate about helping people with their financial questions and providing an exceptional client experience. She is married with two daughters and one son. Spending time with her family is very important to her. She loves the outdoors and enjoys hiking, biking and skiing.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings

My Personal Interests

  • Horseback Riding
  • Outdoor Enthusiast
  • Hiking
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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