I've been living in Colorado for over 14 years. My husband of 23 years and our kids moved here from the Bay Area, and I am originally from Boston. We are proud dog owners who enjoy skiing, running, traveling, scuba diving and enjoying great food with family and friends. I earned my degree in finance from Bentley University. We also enjoy volunteering to help alleviate hunger through Metro Caring and helping out at our kid's school, and I am the chairperson of the Bentley University Colorado Alumni Chapter.

I create tailored solutions to address various needs, including:
- Individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations.
- High net worth clients who are looking for tax sensitive solutions.
- Small business owners who want to invest through their company or develop a strategy for their personal portfolio.

Financial markets challenge us all. Tax laws change, the economy goes through cycles and global events affect our investment outlook. Given these complexities, I find it most important to understand what you value. Working closely with you and your tax and legal professionals, I then personalize strategies and solutions to help you succeed.

Now more than ever, it is important for us to meet clients on their terms. Our established process allows us to help clients in the office if they prefer to meet in person. We also meet clients by web conference if they live out of town, or just have busy schedules. Let's start the conversation at 720-615-9235 or [email protected]. I look forward to helping you achieve your financial goals.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Running
  • Skiing
  • Scuba Diving
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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