With over 20 years of experience, I’ve partnered with individuals and families — often
across multiple generations — to help navigate their unique financial journeys. I take
the time to listen and understand what matters most, then provide comprehensive
financial planning focused on those goals while ensuring each recommendation stays
aligned with that journey. I tailor my approach to each cli
ent’s preferences, whether they want to stay closely
involved or take a more hands-off approach, while providing advice grounded in
years of insight and deep industry knowledge. As a CERTIFIED FINANCIAL PLANNER®, CFP®, professional and
holder of the Chartered Financial Consultant® and Retirement Income Certified
Professional® designations, I have completed in-depth coursework and rigorous
examinations. I am honored to have been named a Forbes Best-in-State Wealth Advisor for Colorado
from 2024-2026, ranking No. 46 in 2026. I was also recognized as a Forbes Top
Women Wealth Advisor Best-in-State for Colorado during that time, ranking No. 23 in
2026.*
Highly competitive by nature, I believe in drive, dedication and the power of strong
relationships. I graduated magna cm laude from the University of Pittsburgh with a
BSBA in finance while competing in Division I women’s soccer. A Northern Colorado native and longtime Eaton resident, I am a member of the Eaton
Area Chamber of Commerce and sponsor Eaton Community Days. I proudly support
the Eaton Boosters Program, Eaton High School athletics and Weld County 4-H, and I
serve as an annual Gold Sponsor of Wreaths Across America. In 2024, I was
nominated to serve on the Weld County Retirement Board, which oversees the
county’s employee retirement pension plan. Our family has farmed in Weld County for 90+ years.
*2024-2026 Forbes|SHOOK® Best-in-State Wealth Advisors, published April each
year, research by SHOOK® Research LLC, data as of June of the prior year.
2024-2026 Forbes|SHOOK® Top Women Wealth Advisors Best-in-State, published
February each year, research by SHOOK® Research LLC, data as of August or
September of the prior year. Compensation provided for using, not obtaining the
ratings. The ratings are not based on quality of investment advice, investment
performance or client feedback. Member SIPC.
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