I specialize in creating comprehensive, customized financial plans for my clients, who are mostly emerging affluent and high-net-worth families. I’m motivated to help them define and achieve their financial goals by implementing investment management, income tax, retirement, and education planning strategies.
Whether my clients are in the asset accumulation phase or in retirement, they appreciate that I proactively look for and communicate planning opportunities and that I work to earn their trust. I truly care about my clients, and nothing brings me greater joy than providing them peace of mind.
I earned my B.S. in finance from Miami University (Ohio) and my M.S. in accounting from Michigan State University. I began my career with the firm in Columbus, Ohio, where I grew up, and relocated to Denver in 2019.
Outside of work, I enjoy running, hiking, rock climbing, skiing, reading, traveling, and spending time with my husband and two dogs.
