University of Colorado
University of Oklahoma
Series 7 & 66
Born and raised in Glenwood Springs, Colorado, I returned to the valley in 2017 after leaving my career as a collegiate strength and conditioning coach. My passion has always been helping others. In coaching, I worked tirelessly to help athletes achieve their goals by identifying a realistic plan and adapting to maximize performance. It brings me great joy to continue to help others by applying these same principals to their financial life goals. Living in the Roaring Fork Valley encourages a life filled with outdoor adventure, and appreciation. We are incredibly lucky to live here. By integrating wellness advice, alongside financial planning, my clients can best position themselves to obtain true wealth.
A value I find rewarding, is my strength is assisting clients with independent living after loss of a partner or spouse. Whether death or divorce, I am committed to helping you with your financial footing and forecast to ensure you are educated, prepared and supported.