While working in my previous career as a registered dietitian, I began investing with Edward Jones and discovered a keen interest in personal finance. In 1999, I decided to turn my passion into a career, and I joined Edward Jones as a financial advisor. In 2003, I was invited to become a limited partner. My branch office ranks in the top 2% of the firm. Each of the last seven years, I have attended the Edward Jones Managing Partner’s Conference, an opportunity awarded only to the firm’s top 400 of 18,000 financial advisors. In 2015, I was honored with the Edward Jones Spirit of Caring Award, which recognizes financial advisors who exemplify the values, spirit and culture of giving back. In 2023, I was ranked 13th in Forbes' America's Top Women Wealth Advisors Best-in-State for Colorado*. I hold a bachelor’s degree from the University of Northern Colorado, an AAMS™ designation, the CERTIFIED FINANCIAL PLANNER™ certification, and have my Series 7, 63 and 66 registrations.

My two branch office administrators, Kelli Ferkovich and Taylor Balzano, are instrumental members of my team and, like myself, are committed to providing our clients with the highest level of service. Passion, empathy, service and trust are the core values of our team. By building long-term, trusting relationships with our clients and their families, we work together to help them reach, maintain and exceed their financial goals.

My husband, Mike, and I were born and raised in Sterling and chose to raise our two daughters here as well. Our community is very important to us, and we enjoy giving back through our active participation in several local organizations, including First Presbyterian Church, Sterling Community Fund, Alzheimer’s Association and Rotary. Mike and I live on a farm near Sterling with our cats and dog and enjoy walking, hiking, tennis, yoga and traveling, including trips to the West coast to visit our now grown daughters.

* 2023 Forbes' America's Top Women Wealth Advisors Best-in-State for Colorado, Published February 2023, Research Provided by SHOOK Research, LLC., data as of September 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Intergenerational Planning

My Personal Interests

  • Active Lifestyle
  • Spending Time with Family
  • Community Outreach
  • Pets
  • Traveling

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 By Appointment Only
Sat Closed
Sun Closed

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