Prior to Edward Jones, I spent fifteen years in the high tech industry. While I had success there, ultimately, I couldn’t connect with people the way I wanted to. However, a chance encounter with a stranger while I was walking my dog reminded me of something important that had been missing for a long time. As I got busier and busier at work, I was less able to focus on the personal relationships that make life so meaningful. That stranger later became a friend and mentor who helped me realize how a simple conversation at the right time can change a life.
So, I forced myself to slow down, and think about what I truly valued – a career where I connect with people on a deeper and more fundamentally human level. Now I partner with a wide variety of individuals and families, including military service members, first responders and business executives who are looking to build wealth, confidence and security for themselves and for the ones they love.
My clients understand the “Why” behind their financial goals. Together, we discover how their values drive their goals and how their goals reflect their values. We use an established process to turn their values and goals into a personalized strategy. What drives me every day is discovering what’s most important to my clients and making sure they have the confidence in their own personal strategy. I will work closely with you and your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family.
My clients can confidently answer these questions: “What are my goals?” “Can I reach my goals?” “Do I have help along the way?” If you want to feel the same trust and conviction, I’d love to start that conversation with you.
Outside of the office, I enjoy cheering on my two teenagers in soccer and lacrosse, walking my dog, running, reading, hiking, travelling and spending time with my family. I have lived on both coasts and am proud to call colorful Colorado home!