I believe that comprehensive financial advice is about more than managing money – it's about helping you to create your own story and realize your unique dreams. My passion for my clients and my focus on developing goals, while tracking results, is something that I am proud of. Helping my clients achieve financial wellness shines through all that I do.

I believe that investor education is a part of my responsibility as a financial advisor. I offer investment workshops on topics that include college planning, estate considerations, tax advantaged investing, mutual funds, stocks and more. I also believe in helping my clients understand fundamental financial terms, learn more about the market and make more informed financial decisions.

I understand the challenges that you face, and I have an established process to address them. Financial wellness requires personalized attention, dedicated support and trusted advice for each of your goals. It is an honor and privilege to help you implement your personalized financial goals, whether it is to retire with dignity, send children or grandchildren to college, or leave a legacy.

I attended the University of South Florida, where I earned a Master of Arts degree and graduated magna cum laude in 1992. I am a CERTIFIED FINANCIAL PLANNER™ professional. I am originally from Evanston, IL and I have lived in the Boulder, CO area since 2006. I have three children and I have also served as a foster mother to two foster children who are now happy and successful young adults. I am an active member of the local equestrian community, serving as a member of a number of horse and animal rescue organizations.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Socially Conscious Investing

My Personal Interests

  • Animal Rescue
  • Horseback Riding
  • Ice Skating
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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