Media
Words to Live By
Client Experience Professionals
Team Members
About
Wealth management is more than just numbers and charts: it is a deeply personal and meaningful process that reflects one’s core values and aspirations.
I take pride in building long-lasting relationships with my clients, based on trust, transparency, and communication. My passion is to help every one of my clients articulate their vision, align their investments with their values, and create a tailored plan that exceeds their expectations – ensuring that they are always remaining on track to meet their goals, even as the world around them evolves.
My career has spanned over 18 years at Fidelity Investments, Charles Schwab, and PNC Investments – providing deeply tailored financial planning and investing guidance to clients.
My spouse and I are based in Fort Collins, CO, alongside our two energetic pups. We are always looking for new ways to enjoy nature – whether it’s camping, hiking, cycling, or standup paddleboarding – and also love to travel and explore new places and flavors.