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.

I was ranked in the 2023 Forbes Best-in-State Top Women Wealth Advisors.* In addition, within Edward Jones, I serve on the Investment Policy Advisory Committee for the company.

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.

*2023 Forbes America's Top Women Wealth Advisors Best-in-State in Colorado, published February 2023, research provided by SHOOK® Research, LLC., data as of September 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

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

My Personal Interests

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

Office Information

Office Hours

Office Hours
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

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More