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I started with Edward Jones in the Chicagoland area in 2008, and eventually rejoined the rest of my family in Breckenridge in 2012. In 2017, we opened our current location in downtown Breck, centrally located at Main Street Station.
I focus on working with higher net worth clients. I find that most of my clients fall into one or more of the following categories: local business owners, realtors, independent women and those with a large sum of money to invest from either an inheritance, the sale of a business/home or settlement. These are my focus areas.
I pride myself on not being a financial advisor that is constantly showing charts/graphs and numbers ad nauseum. I spend time getting to know my clients and their specific needs. I use an established process to create personalized strategies to help them achieve their financial goals. I work closely with their estate planning attorney and tax professional to ensure we are addressing all possible issues and concerns. I specifically take on a limited number of clients each year so that I have adequate time to dedicate to each and every high net worth client I serve.
Our practice has grown so much that we have recently expanded our team. Kelly Garoutte is our second financial advisor; she focuses on working with newer investors and our favorite locals. Lara Saperstein is our friendly branch office administrator. She assists our clients with all of their administrative needs.
In my personal life, I am a passionate dog mom to a lovable Rottweiler puppy named Tuna. 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 that is able to successfully navigate complex wealth needs/strategies right here in Summit County, then look no further. Call our office today to schedule your appointment. We can't wait to meet you.
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
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