Empowering my clients to reach their financial goals is my passion. My focus is to help people become confident in the financial decisions they make. I do that by creating personalized financial strategies to meet their unique financial goals. Whether it's retiring comfortably, caring for your family, growing your business or giving to causes you care about – whatever it is you dream about doing in life – I will work hard to fully understand your unique story. Then, we will partner together over the long term to help keep you on track to achieve your goals. We also coordinate and work in tandem with other professionals who include CPAs, estate planning attorneys and life insurance specialists and agents to execute needed actions.

I believe in the power of a family to achieve their dreams when they lean into them. I enjoy teaching others about ways to save, invest and how proactive planning can change the trajectory of their family legacy.

My branch team members, Tori Simmons and Cindy Wells, and I are proud to serve and assist a wide variety of clients: multi-generational families, pre- and post-retirees and business owners.

I graduated from the University of Colorado Boulder with a Bachelor of Science in business administration with a concentration in finance. After graduation, I pursued my passion in finance by beginning to work as an advisor consultant with Invesco for 17 years.

Outside of work, I enjoy spending time with my family. As a family, we love being outdoors, whether that's skiing, camping or taking a hike at a local park.

I am active in several local and national charities, supporting them by consulting on funding strategies, making donations and participating in local fundraising events.

It's a privilege to serve as a guide and an advocate with something so personal and meaningful as a person's finances. I invite you to experience the dedication and focus you deserve. It all begins with a conversation – let's get started.

Focus areas

  • Charitable Giving
  • College Savings
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Retirement Savings Strategies

My Personal Interests

  • Active Lifestyle
  • Camping
  • Hiking
  • Movies & Entertainment
  • Spending Time with Family

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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