I have been a financial advisor with Edward Jones since 2005. I earned a bachelor's degree in finance and accounting/business administration from the University of Colorado Boulder and an MBA in finance from Regis University. Prior to joining Edward Jones, I lived and worked in Tokyo.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs. In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always keeping client information confidential.

I am proud to serve a diverse group of clients with wide-ranging goals. I regularly work with multi-generational families to develop unique strategies of wealth transfer and with federal employees for 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.

The mantra in my office is, "Our friends are our clients, and our clients are our friends." I genuinely love building relationships with my clients and relish in the opportunity to help others achieve success through the advising of their financial lives.

Within Edward Jones, I am an "Optimize Your Practice" consultant for other financial advisors and the region's performance leader. I have previously held many other leadership roles within the firm.

Outside of my roles with Edward Jones, I enjoy traveling, hiking and spending time with my family, including my husband, Jesse, and our dog, Franky. I am also an avid reader and a supporter of the Denver Art Museum, the Shih Tzu Rescue and the American Diabetes Association.

Focus areas

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

My Personal Interests

  • Art Collecting
  • Animal Rescue
  • Hiking
  • Book Collecting
  • Motorcycles

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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