As an Edward Jones financial advisor, I believe that it is important to understand what my clients are working toward and invest my time in my clients before they invest their money with me. I work closely with my clients and their CPAs, attorneys and other professionals so that I can determine the most appropriate financial strategies for my clients and their families. I also help my clients create customized retirement savings strategies tailored specifically to their unique goals. My branch team and I serve families across multiple generations and in multiple states.
At an early age, I became interested in entrepreneurship, budgeting and investing. Coupled with my desire to make a difference in peoples' lives, these interests led me to a career as a financial advisor.
I earned a bachelor's degree from Vanderbilt University. I began my career in financial services in 1995 as a general manager with CNA Insurance in its international department. In 2002, I joined Edward Jones as a financial advisor and have been located in Lafayette for more than 18 years. I earned the AAMS® professional certification in 2006 and in 2021, I received my ChFC® and CFP® designations.
Outside of my role with Edward Jones, I am a member of the Lafayette Chamber of Commerce and the Lafayette Lions Club. I serve as vice president of the Lions Club and received the Colorado Lions Foundation Anne Sullivan Award in 2009. In my free time, I enjoy spending time with my husband and two children.
Amy Frazer and Holly Garcia, my branch office administrators, are dedicated to providing clients with the highest level of service possible.
If you are interested in any services or have any questions at all, please do not hesitate to call the branch office.
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Socially Conscious Investing
My Personal Interests
- Community Outreach
- Scuba Diving
- Art Museums
- Outdoor Enthusiast