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 and federal employees with whom I create strategies to help with asset growth and tax reduction. My clients are assured that I will work tirelessly to help them achieve their goals.

I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. In order to provide a comprehensive service, I regularly collaborate with their team of CPAs, attorneys and other trusted professionals that they may work with as well.

Regardless of whether a client has complex wealth and estate needs, is saving for a child's education, just retired or just started saving, I am here to help.

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. I serve on the local neighborhood Welcome Committee, helping to welcome new residents to our town!

My personal story includes my three children, Madeline (8), Maverick (5) and Ezekiel "Zeke" (-1). My husband and I just celebrated our 12-year anniversary with a trip to Italy! It is important to us that our children experience different cultures, so traveling is a passion!

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
  • College Savings
  • Entrepreneurs & Business Owners
  • Employee Stock Options

My Personal Interests

  • Community Outreach
  • Cooking
  • Spending Time with Family
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Address

671 Mitchell Way Suite 204 Erie, CO 80516

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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