I started my career in the financial industry with Ameriprise Financial in 2009 after graduating from Hamline University in St. Paul, MN, with a Bachelor of Arts in economics. In 2016, I made the move to Estes Park to join the Edward Jones family. I've spent a long time in the financial world but feel like I've found my home with Edward Jones.

As your Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we're going to work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track. To that end, my two branch office administrators, Derek Brooks and Dawn Shields, are dedicated to providing you with the highest level of service possible. That often means answering questions and fulfilling requests you have concerning your accounts, but they also desire to simply be a supportive and listening ear so please don't hesitate to call on them.

To me, being a great financial advisor also requires being deeply involved in the community in which I live and serving that community in meaningful ways. Currently, I serve on the board of the Estes Valley Chamber of Commerce and am an active member of Rotary here in Estes Park. My team and I regularly try to plan or participate in local projects of good will, working alongside our clients in such activities as lake and river clean-ups, car washes and various other charitable events. We also provide educational opportunities for our clients and other community members in an effort to demystify the world of long-term investing.

I'd love to partner with you as you work to achieve your long-term goals. Please contact my office to set up a complimentary consultation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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