As a Colorado native growing up in Centennial, CO, my family instilled in me the importance of financial responsibility and wise investing to lead a prosperous life. My father's values of giving a helping hand and inspiring positive change influenced my professional life. After earning a business degree from Colorado State University, specializing in finance and investment analysis, I began my career with Edward Jones and established my practice from scratch in Castle Pines.

I empower individuals and families to achieve their financial aspirations and make the most of their wealth. My approach involves understanding each client's unique circumstances and creating customized strategies that align with their goals. I work collaboratively with clients, set measurable objectives and maintain consistent contact to keep them informed about changes in their situation. I prioritize my clients' confidentiality and security and work with a team of trusted professionals, including CPAs and attorneys, to provide comprehensive service.

My passion is helping clients create meaningful goals, personalize their strategies and take action to achieve them. I ensure that they have a clear understanding of their investments, costs and market history, enabling them to make informed decisions about their financial future. With the financial world growing more complex, finding experienced professionals with a clear purpose and a service-minded value system can be challenging. My comprehensive advice helps clients navigate significant decisions as they approach or enter retirement. I work closely with clients; develop budgets and coordinate with accountants and attorneys, providing personalized and tailored solutions.

When clients tell me that they feel like family when they visit my office, it is the highest compliment I can receive and reaffirms my commitment to them. I have lived in Colorado for over 20 years and have been serving families in Castle Pines and across the country for more than five years. I am actively engaged in the community through various programs like the Castle Pines Chamber of Commerce and the Heart of a Warrior Scholarship, and as a volunteer swim team coach at Arapahoe High School. If you are looking for a financial advisor, let's meet and discuss how we can work together to achieve your financial goals.