As a financial advisor, I help relieve the burden of making financial decisions, so my clients have time to pursue their own passions and inspirations – whatever sets their soul on fire. I use an established process to identify what's most important to you and I use this information to build a personalized strategy to help you reach your goals. Finally, we partner together throughout your life to help you stay on track.

As a member of the Longmont Chamber of Commerce, I love being part of and giving back to the vibrant and growing Longmont community, and my passion is helping local families, engineering professionals and business owners reach their financial goals. I graduated with a bachelor's degree from Pacific Lutheran University and I consider myself a lifelong learner, eager to soak up new information. Additionally, I have earned the designation of Chartered Retirement Planning Counselor (CRPC®) through The College for Financial Planning. Outside of the office, my husband and I enjoy skiing, backpacking, camping, hiking, cycling and running (basically, anything outdoors; I mean, this is Colorado, after all).

Thousands of people and advanced technology support my local Edward Jones branch office so I can help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

What can I help you with? I am still currently accepting new client relationships and I am also happy to review your existing investment accounts and retirement plans. Please contact my business partner, Wanda Hodgell, to set up a phone call at (720) 815-1171. You can reach me via email at [email protected]. I look forward to meeting you and hearing your story!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • New Investors

My Personal Interests

  • Backpacking
  • Cycling
  • Running
  • Skiing
  • Volunteering

Office Information

Office Address

2011 100 Year Party Ct Ste 3 Longmont, CO 80504

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More