Located at NorthCreek I
5725 Mark Dabling Blvd, Suite 140 in Colorado Springs (along Interstate 25 near the Pro Rodeo Hall of Fame)
Schedule your complimentary, no-obligation consultation or call 719.548.4792.
Everyone is different. That’s exactly why I enjoy being a Financial Advisor with Addison Avenue Investment Services.
When you make an appointment with me, our first meeting will be very informal. Once I get to know you, that’s when the continual customization happens. I’ll take the time to analyze investments, big purchases, and how to optimize your lifestyle to maximize tax efficiencies. In layman’s terms, that means I’ll use the latest investment technology to optimize returns and help you reach your goals.
As you might expect, a lot of families need help with early retirement and layoffs, as well as planning retirement and managing it once they’re there. I help customize plans to help people truly answer the question of when they can retire and how to make their money last. That all comes down to customization instead of sticking them into a predetermined model. I can do the same for you and your family.
Prior to joining the Addison Avenue team, I was a full-time Financial Advisor, and my husband and I were on-call volunteers for the San Diego Sheriff’s Department Search and Rescue Team. As a NASAR II, Tech Rescue Specialist, I would quickly repel into inaccessible locations to rescue those in need. I participated for five years, until I earned a new title and a job I could not turn down. I became a mom.
In my spare time, our family likes to travel, camp and walk our two dogs, a Siberian Husky and Shiba Inu.
As for my education and investment background, I hold a Bachelor of Science in Finance from San Diego State University.
Qualifications: holds series 7, 24, 63 and 65 securities licenses; life, health and long-term care insurance licensed.
AWMA® is a service mark of the College for Financial Planning®.