It is a distinct honor to walk with clients through their lives to help them reach their financial goals and see their dreams come true. Each individual has their own idea of what that dream looks like, and it is my job to get to know you and to fashion strategies that will help get you on the road to success. I am passionate about serving my clients and community through outstanding care, attention to detail and customer service.

Born and raised in Arizona, people are still surprised to learn I attended college at the United States Coast Guard Academy in New London, Connecticut (after all, Arizona doesn't have a coast!). It was one of the best decisions of my young life and instilled in me a grit that I didn't know was there and the unshakable value of serving this great country and others.

While serving in the Coast Guard in Portsmouth, Virginia, I met my husband, Justin. After completing our tours of duty, we decided to move back to his hometown of Colorado Springs in 2007. Currently, we make our home in Monument, CO and have been married for nearly 20 years. We have two beautiful and brilliant children, Lucas (age 12) and Emily (age 10).

Besides caring for my clients and my family, my passion for service also includes volunteering at my church as a Sunday School teacher and for various children's events throughout the year.

I love spending time outdoors, including horseback riding, camping, 4-wheeling, gardening and hiking, or just sitting in our backyard on a warm and breezy summer day.

To better serve my clients, I have completed the coursework and earned the professional designations of AAMS™ (Accredited Asset Management Specialist™) and CRPC™ (Chartered Retirement Planning Counselor™). In addition, I hold an MBA from the University of Colorado at Colorado Springs. I provide specialized service and strategies for motivated investors who are also passionate about reaching their financial goals.

Focus areas

  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • New Investors
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Horseback Riding
  • Traveling
  • ATVs

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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