I joined Edward Jones in 2009 following a long career in corporate management with Avon Products, Mary Kay, Gillette, Shaklee and Excel Communications. Positions held included country general manager; regional general manager, Asia; executive vice president, international; and chief executive officer.

The focus of my practice is on the sometimes-complex needs of busy (frequently female) executives, business owners and entrepreneurs who need a financial partner to work with them on preparing for their retirement. My experience with divorce also led me to focus on the needs of divorcees in my practice.

I focus on developing a deep understanding of your financial needs and build a strategy customized to your unique needs. Having a strategy in place and funding it is critical to long-term success. Having high-quality, well-diversified investments enables you to ride out periods of volatility and help achieve your long-term goals.

I am active in the community and am a member of the Colorado Women's Chamber of Commerce, the Metro West Chamber of Commerce, the International Business Circle(IBC) and ACG (Association for Corporate Growth).

My hobbies include golf and a life-long interest in wine and travel. Weekends will usually find Kathleen and I hiking or snowshoeing in the foothills of the Rockies with our furry friends, Henry and Lulu. Kathleen is a successful entrepreneur, business owner and founder of "Hike Doggie."

I was born and raised in England. My high school education was at a British boarding school. I have lived and/or worked in England, Brazil, Canada, Malta and Japan. I have three married children, all with kids of their own.

In closing, preparing for retirement becomes ever more challenging in the world in which we live. if you would like to explore how we might work together to meet your financial needs, please reach out to set up an initial consultation.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Divorce Finances
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Hiking
  • Reading
  • Rugby
  • Wine Collecting/Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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