My commitment to helping others with their financial needs began when I witnessed the devastating effect financial hardship had on some of my loved ones. Determined to not fall victim to similar circumstances, I decided to learn as much as I could about financial planning and creating options for myself. This led me to pursue a career in financial planning, as I also wanted to help others with their financial goals.
I joined the Northern Colorado team at Addison Avenue Investment Services in 2006. I specialize in comprehensive financial planning which encompasses all aspects of your financial situation -insurance, taxes, estate planning - for your specific financial goals. When it comes to comprehensive financial planning, I am happy to work with your own team including estate lawyers and CPAs to assist in providing financial advice.
I not only assist my clients with taking care of their financial health, I also encourage them to take an active role in their physical health. Like any exercise regimen, the more energy you put into it, the more results you will see. It’s the same with financial planning, although you may start slow, over time, you will beg into see results.
As a Certified Financial Planner™ practitioner, I work under a fiduciary standard of care with my advisory clients, which ensures that your needs are always the top priority. Just like a health plan is created and personalized for your individual needs, so is your financial plan. We spend a great deal of time discussing your goals and current situation, both personal and financial, which serves as the framework for your future financial goals.
On a personal note, I am a Cum Laude graduate of Regis University with bachelor degrees in Finance and Business Administration, as well as an MBA with honors. On my off time, I enjoy traveling, spending time with my family and staying active.
If you would like to know more about retirement strategies or general financial planning, give me a call or email.
Qualifications: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James and its advisors do not offer tax or legal advice.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.