I began my Edward Jones career in the Chicagoland area in 2008, and eventually rejoined the rest of my family in Breck. I have lived full time in Summit County since 2012. In 2017, we opened our current location in downtown Breckenridge, centrally located at Main Street Station.

My branch office administrator, Jennicca Taylor, started with me in 2018. She is my true partner in this practice and excels at taking care of our clients' administrative needs. We joke that everyone needs a Jennicca in their life!

Our practice has grown so much that we recently have expanded our team. Kelly Garoutte is our second financial advisor; she focuses on working with newer investors and our favorite locals. We also welcomed a second branch office administrator, Lara Saperstein, in 2021. As a team, we partner with our clients' estate planning attorneys and tax professionals to ensure a seamless financial process.

I also firmly believe in being a constant "student" of investing and developing my personal knowledge in more advanced wealth strategies. In 2020, I completed the AAMS® designation.

The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. This allows me to more fully address the specific needs of high net worth clients.

In my personal life, I am a passionate dog mom to a lovable Rottweiler named Duncan. He is my goofy, gentle giant and we love to hike our local trails together all year round. I also enjoy SPIN®, yoga, skiing and spending time with my family that is here in Breckenridge.

If you are searching for an experienced financial advisor who is able to successfully navigate complex wealth needs/strategies right here in Summit County, then look no further. Call Jennicca, or Lara, today to schedule your appointment.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

My Personal Interests

  • Skiing
  • Yoga
  • Hiking
  • Pets
  • Social Responsibility

Office Information

Office Address

505 S Main Street Suite B-4-A Breckenridge, CO 80424

Mailing Address

Po Box 3865 Breckenridge, CO 80424

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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