Qualifications and Background
I hold two Bachelor of Science degrees from the University of Wyoming. The first is in finance and the second in accounting. Upon completing my second degree, I launched my career in public accounting learning both audit and tax disciplines, transitioned to an Investment Executive with a NYSE member firm in Cheyenne, Wyoming joining RBC Wealth Management in 1993. In addition to being a registered representative passing the Series 7 and 63 exams, I am licensed as an Investment Advisor, having passed the Series 65 exam, and hold life insurance and annuity licenses through the State of Wyoming.
I received RBC Wealth Management’s internal, professional designation of Accredited Wealth Manager (AWM). The Accredited Wealth Manager program is designed to provide financial professionals with training in advanced wealth management strategies and is offered exclusively by RBC Wealth Management to a select group of its Financial Advisors. This advanced-level program builds on the fundamentals of wealth management with a focus on estate planning services, insurance solutions, advanced investment strategies and business succession planning.
My husband, Dan, and I are both natives of Cheyenne where we raised our two daughters. Dan is a local attorney, our oldest daughter, Caroline, is a speech and language pathologist and her husband, Joey, teaches math and enjoys coaching athletics. Our youngest daughter, Stephanie, has just completed medical school and started her residency. As a family, we enjoy biking, playing tennis, skiing and traveling. In addition, I love to read, play the piano and spend time with our two-year-old granddaughter.
Over the years I have volunteered as a trustee of CRMC, our local hospital, as a director of the CRMC Foundation, Cheyenne Symphony Foundation, Win Health HMO, the Cheyenne Symphony Orchestra, Cheyenne Chamber Singers and our local economic development board, LEADS. Serving for a decade as the president of CLIMB Wyoming, a statewide organization which supports low-income single mothers and their children was an honor. Currently, I volunteer with the Wyoming Congressional Awards program and Cheyenne Frontier Days WHEELS