I have a passion for gaining the trust of my clients and helping them reach their goals. I understand the importance of a stable financial future and specialize in assisting my clients in times of transition. I can help expertly guide clients as they change careers, plan for retirement, structure financial gifts, or otherwise encounter periods of change in their lives. Above all else, my branch of
fice administrator, Jesse Climer, and I believe in creating an environment of trust and care. We take pride in going above and beyond for our clients, ensuring that they are offered customized service, personalized portfolio design and a welcoming office to visit. I even offer evening, Saturday and home meetings for the convenience of my busy, hardworking clients to make sure that they have the opportunity to have their concerns and questions addressed. In my free time, I enjoy golfing, fishing, road biking, spending time with my husband, Brian, and taking part in the local fare that Longmont has to offer. Our dog, Molly, also receives a benefit from getting out and about, enjoying Longmont and the nearby mountain adventures. Member SIPC.
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