My Professional Approach
My client-first commitment to you starts with us getting to know each other to make sure we are a right fit for you, and you are a right fit for our practice. Once we feel we are a good fit, we will sit down and have an in-depth discussion around your financial goals, objectives and what is most important to you so I can fully understand who you are and what you want, not just what the next investment will be.
This will help us develop a personal, goal-based financial plan and strategy that you are comfortable and confident in. We will use this as the cornerstone of our discussions going forward to monitor progress, discuss changes and continually making sure we have the right pieces in place to execute on the plan so you can reach your goals.
My Background
I earned a Bachelor of Arts Degree in Business Administration from the University of Colorado at Boulder and a Master of Taxation from the University of Denver. When I am not working, I enjoy spending time with my husband Pete and my son JJ. We are also very lucky to have close knit group of friends and family that are local that we see often. We love to spend as much time as we can outside, hiking, biking, going to the pool with our son, spending time in the mountains, playing tennis, watching our favorite sports teams and being active. We also love traveling to new places, especially ones with a great beach!