Nationally recognized for my expertise, I serve multi-generational families, business owners, and individuals across the US, providing customized wealth management consulting utilizing a goals-based planning process which includes investment advice, wealth transfer & estate planning services, retirement funding, gifting strategies, and asset-based lending.
As a Certified Financial Planner™, Registered Life Planner® and Advanced Wealth Manager, providing guidance and strategy for your whole picture is a priority in my service to you. My commitment to excellence and holistic financial planning process helps us get to know one another quickly. In this business, trust is the primary driver of successful relationships - I bring my authentic self to the table and look forward to seeing the same from you.
With roots in Texas, Colorado and Canada, my husband, Chris, and I chose Colorado Springs, Colorado as the ideal place to raise our three young kids. I love serving the local community through volunteerism within our kid's school, local non-profits and our church community.
We are multi-business owners and investors just like you - this experience paired with my professional credentials and tenure in the Wealth Management Industry lends credence and breadth of expertise; a meaningful value-add in my service to you.
CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program curriculum includes risk management techniques, as well as insurance, taxes, estate, and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
I have passed the Series 7 & 66 exams, as well as Life and Health Insurance exams.