Our branch is committed to educating our clients so that they have the confidence to retire in the comfort of which they have dreamt. Regular financial check ins should be essential to our self-care routines because we often have competing goals that can quickly derail us from our plans. That's why it's so important to find a financial partner to understand what's important to you as your goals and priorities evolve and change over time.

We work with a wide range of clients; however, our focus is on:
• Supporting recently divorced and widowed women recover from loss and feel confident with their financial standing
• Assisting business owners with creating and protecting their exit strategy and servicing their business retirement plans
• Supporting soon-to-be and recent retirees to feel confident with their income replacement as they transition into retirement

I have three important goals as your financial advisor:
1) That you know we truly value an authentic relationship with you. I firmly believe that it is critical in helping you accomplish all that is important to you.
2) That you leave every meeting knowing you are partnered with a professional who is dedicated to help grow your wealth as if it was my own hard-earned money.
3) That you know I am here for you for the long term. I want to help you build your wealth, protect your wealth and eventually transition your wealth to those you love.

I am originally from St. Charles, MO, and am an alumna of the University of Missouri - Rolla. I moved to Denver in 2007 with my first career in petroleum engineering. In 2018, I made a career shift from corporate finance and engineering and became a financial advisor with Edward Jones. I maintain a branch office in Golden while my husband and I moved to the Pine Junction area in 2022 to be a part of a community away from the city. We have a total of four children, one grandchild and three dogs, and spend our free time camping, fishing and hunting nearly year-round.

Kate Miller, Branch Office Administrator, and her husband have two children. Their daughter is a Westernaires alumnus, and their son competes in volleyball. They love boating, waterskiing and playing volleyball, with Lake Powell being their favorite vacation spot.

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Intergenerational Planning

My Personal Interests

  • Camping
  • Fishing
  • Hunting
  • Cooking
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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