My Purpose

Empowering my clients to achieve financial greatness is my passion. What's important to you and what you want your money to do for you is where our conversation starts as I strive to make sure you feel heard and understood.

I got hooked on financial markets as an economics major in college. I followed that interest with my first job as a clerk on the futures trading floor in New York City. After 17 years on Wall Street, my family moved to Colorado where I decided I could be more effective leveraging my past institutional experience to make a difference in the lives of families, the divorced/widowed and entrepreneurs/business owners.

How I Partner with My Clients

I partner with my clients in a way that is approachable, where questions and discussion are encouraged. When you work with us, you can expect personalized, timely service and a team that acts in your best interest.

Our clients have complex needs and I work with them, their CPA and attorney to address each facet of their financial picture from saving for retirement, paying for college to transferring wealth.

I received the AAMS® professional designation and I focus on more diverse and complex planning strategies. It's important my clients know: why I’m suggesting a specific investment/strategy; what to expect from it; and how much it’s going to cost.

A Few Fun Facts

Within Edward Jones, I serve in numerous leadership roles. Outside the office, I participate in the Museum of Art Fort Collins, Homeward Alliance, Buffalo Bill Center of the West, the Avista Hospital Women’s Health Initiative and my church.

A meal of great food shared with family, friends and clients brings me tremendous joy. I am a lifelong Pittsburgh Steelers fan. Music and art lights me up, challenges and relaxes me. I’m always looking for the opportunity to trek and meet people in some far reach of the world but also love our own Rocky Mountains. My pride and joy are my daughter, Cassie, and son, Alex.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Music
  • Traveling
  • Movies & Entertainment
  • Art Museums
  • Horseback Riding

Office Information

Office Address

2720 Council Tree Ave West Suite 212 Ft Collins, CO 80525

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 - 03:00PM
Sat Closed
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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