Allowing someone into the world of your finances can be deeply personal and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted financial advisor.

I am proud to serve a diverse group of clients with wide ranging goals. I regularly work with multigenerational families to develop unique strategies of wealth transfer, as well as with high-income earning and high-net worth/accredited investors, with whom I create strategies to help with asset growth and tax reduction.

I have attained my Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations to bring further knowledge to my clients who need guidance in these areas.

When you meet with our branch team, you will find that we have honed our process. We will never start with recommendations – instead, we focus our attention on what is important to you. I focus on building personalized financial strategies for my clients that are designed to achieve their unique goals and circumstances.

Judy Dailey serves as my Senior Branch Office Administrator and she is a critical component of providing you and your loved ones with exceptional service.

We find that the clients we work best with value advice and have complex financial needs. Wealth preservation is a primary focus for many of our clients. We provide this by selecting an investment approach that is most likely to achieve your income or legacy goals, depending on personal needs, situations and risk preferences. We will partner with your CPA and estate planning team to ensure we are using efficient tax strategies so that more of your wealth transfers to the people and causes that you care about.

Being active in the local community is extremely important to me. I am a member of the Colorado State University Alumni Association, the Erie Chamber of Commerce and the Erie Economic Development Council.

On a personal note, my husband and I are celebrating anniversary number 16 this year and we have three beautiful kiddos! International travel is a passion of our family! We are self-described foodies and always looking for fun new spots to try in the Denver Metro area. My husband and I also enjoy a good bourbon and enjoy date nights at local distilleries.

I have many 'heart projects' and partner with non-profits both locally and nationally.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Employee Stock Options

My Personal Interests

  • Community Outreach
  • Cooking
  • Spending Time with Family
  • Traveling
  • Genealogy

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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