"Give others a hand-up, not a hand-out." This was a lesson that my father had taught me as a child growing up in Centennial, CO. Growing up in a family of conservative bankers, I learned at a young age the value every hard-earned dollar had, and the difference investing can make toward a healthy lifestyle.

I admired my father and mother's ability to extend a helping hand to others. I made it my mission to continue on in their footsteps. I graduated from Colorado State University with a bachelor's degree in finance and joined Edward Jones, building my practice next to my home in Castle Pines.

As a continuous student of the markets, my passion is to help people reach their financial goals and understand how their money can work for them. My goal is to understand each person's unique situation and how we can partner together to achieve their dreams.

Building a financial goal is like building a house from the ground up. No blueprint will be the same and each house will require different tools based on what each person wants. I want to help create a clear picture of what your financial house will look like and for you to have an understanding of the tools we will use to get there.

I believe in teaching you about your investments and the market in a way that is easy to understand. Simplicity creates the most engaging story. We are writing your story, and I want you to feel when you leave my office that you:

1. Are on track to live independently and with dignity
2. Understand what you are invested in and why
3. Know how much it costs
4. Have knowledge of market history and what you should expect

I am a Colorado native and have lived here for more than 20 years. I am actively engaged in the community through the Castle Pines Chamber of Commerce, Heart of a Warrior Scholarship and in my community of Foxridge and Arapahoe High School as a volunteer swim team coach.

If you are looking for a financial advisor, give me a call! I would love to meet you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Divorce Finances
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Coaching Sports
  • Personal Fitness
  • Popular Culture

Office Information

Office Address

7505 Village Square Drive Suite 205 Castle Pines, CO 80108

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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