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Experience, Education & Background

A good financial plan is the foundation to achieving your personal life goals.

  • Fifteen years of investing and financial planning experience
  • CERTIFIED FINANCIAL PLANNER™ Read more about working with a CFP® professional
  • FINRA series 7 and 66 licenses
  • Life, Health, and Long-Term Care Insurance License
  • Graduated cum laude from the University of Colorado, major in International Business and minor in Economics 
  • Current Programs Co-Chair of the Women’s Estate Planning Council (Denver Branch). Previously sat on local, non-profits boards that are dedicated to social mobility, entrepreneurship and education.

On a personal note . . .

I currently live in Denver with my husband Micah, daughter Lila, and a rescue dog named Sadie. I’m from Carbondale, Colorado where I grew up on a small family ranch. I spend my weekends hiking, camping, snowboarding, gardening and catching up with friends.  I enjoy cooking, family restaurants and a sunny patio during happy hour.  I have a passion for travel and have traveled in Europe, Asia, and Central America. I have an extensive travel wish list!  Thanks for visiting my website and reading about me.  I look forward to learning more about you.