The right moves for your financial future

I enjoy assisting my clients with analyzing their financial situation and implementing appropriate wealth management strategies to achieve their goals. My clients are usually seeking financial solutions to complex life events. With over 30 years of financial services industry experience, I understand how to meet my clients' goals through:

-Portfolio diversification

-Personalized risk management

-Regular communication to identify the right wealth management tools

For investors, I help with:

-Navigating the extremes of the market that result from recessions, disasters, international conflict, and debt crisis 

-Creating tax-efficient investment choices

-Allocating to investments that show better value

As a CERTIFIED EXIT PLANNING ADVISOR, I help business owners:

-Define what legacy means to them, and those close to them

-Establish a value for the business, and determine if that can sustain their lifestyle

-Explore options for having the business continue after their exit

In my free time, I enjoy spending time with my family, fly fishing, shooting sporting clays, and golfing. I currently reside in Centennial with my wife, and our black lab Tucker.

CA Insurance - 0C19874

As a CERTIFIED FINANCIAL PLANNER TM, I help tailor comprehensive financial plans for individuals, families, and small businesses by:

-Facilitating insightful conversations to identify their financial goals and dreams

-Recognizing what obstacles will need to be addressed

-Creating a fluid financial model that can evolve as life changes

-Recommending a course of action

-Establishing a system for monitoring and accountability

Becoming single after spending years as a couple presents a momentous financial and emotional challenge whether it's through divorce or the loss of a spouse.  As a Certified Divorce Financial Analyst®, I work with individuals going through complex separations and divorces.  I help my clients who are suddenly single by:

-Working with their divorce attorney or mediator to help negotiate a fair and equitable dissolution

-Educating how different sources of funds may be more advantageous or more risk averse after a divorce decree is signed

-Finding the balance between short-term needs and long-term security

I started my career in financial services in 1985, and became a Certified Financial Planner (CFP®), a Certified Investment Management Analyst (CIMA®) from the Wharton School of Business at the University of Pennsylvania, an Accredited Investment Fiduciary (AIF), and a Certified Divorce Financial Analyst (CDFA®).  My passion as a good listener is to help people plan for their future, and to help articulate goals and dreams into a tangible plan.  Outside of work, you can find me out on the golf course with my husband Tom, or up in the mountains skiing with my family.

CA Insurance – 0D38948