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.