My branch is committed to supporting over-scheduled women and business owners with competing financial goals so that they have the confidence to retire in the comfort they have dreamt. My clients receive regular check-ins on goal progress to prevent competing goals from derailing them from their plans. We strategically align our appointments to focus on all areas of your financial plan and will pa
rtner with your trusted team of professionals, including accountants and attorneys, to create a holistic approach to your financial path. As your financial advisor, I will:
• calculate your savings strategy to meet your lifestyle goals
• relentlessly remind you to book your planned trip of a lifetime, send the invitations to your big anniversary party and to retire on time
• prepare you to transition into retirement through a carefully planned and executed exit strategy
I am originally from St. I moved to Denver in 2007 with my first career in petroleum engineering. In 2018, I made a career shift from corporate finance and engineering to become a financial advisor with Edward Jones. I maintain a branch office in Golden while my husband and I moved to the Pine Junction area in 2022 to be a part of a community away from the city. We have a total of four children, one grandchild and four dogs, and we spend our free time camping, fishing and hunting nearly year-round. In addition to securities and insurance licenses, I am a CERTIFIED FINANCIAL PLANNER® professional and hold the Certified Exit Planning Advisor®, Chartered Retirement Planning Counselor™ and Chartered Retirement Plans Specialist™ designations. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
