Prior to joining Edward Jones, I worked for a Fortune 50 global manufacturer as a director of corporate financial planning and analysis. I loved the strategic nature of the work; helping to set the direction of the company for years to come, but the career lacked the ability to impact individuals on a personal level.

The decision to become a financial advisor with Edward Jones has been one of the best decisions of my life. It allows me to establish a deep personal connection with my clients and their families as I work to help them achieve their financial goals.

Our relationship starts with an initial strategy meeting where I learn what is important to you and what financial goals you are working on. I then take that information, and using an established process, build a personalized strategy designed to achieve the goals we identified in the initial meeting. Once the strategy is implemented, I maintain regular contact with clients and make recommended changes as life changes. I also regularly collaborate with a client’s CPA, attorney and other professionals.

I believe in being involved and giving back to the community I serve. I am an active member of the Broomfield Chamber, acting as an ambassador for the chamber, and will regularly have my office participate in fundraising drives for local non-profits.

Outside of the office, I spend as much time as possible with my amazing husband and our two 5-year-old daughters, Tessa and Sydney, adventuring in the beautiful Colorado outdoors. I am a Colorado native, having grown up in a small farming community on the eastern plains.

At the end of the day, I know that my family shares many of the same joys and concerns as our clients. Are we on track for those goals that are most important to us? What more can we do to prepare for tomorrow’s uncertainties?

As an Edward Jones financial advisor, my focus is on helping my clients prepare for the future and changing lives – one financial goal at a time.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings
  • Divorce Finances
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Traveling
  • Baking
  • Wine Collecting/Enthusiast

Office Information

Office Address

5760 W 120th Ave Suite 200 Broomfield, CO 80020

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
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