Experience, Education & Background
A good financial plan is the foundation to achieving your personal life goals.
Our clients are busy professionals who are seeking stability and efficiency in their finances. These individuals are successful and highly educated in their fields of work, but are not sure how to take their investments and plans to the next level. They want to streamline their finances and tailor them to achieve their goals.
After going through our signature planning process our clients gain confidence and clarity in their investments and feel secure with their plans. They feel that they are more empowered and knowledgeable. Employing professional management gives them time to focus on other endeavors while achieving their desired outcomes.
- 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.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, MO, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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