On my 7th birthday, my stepdad encouraged me to invest my birthday money instead of spending it on candy—and I’ve been hooked ever since. My career in finance began in 2018 in Arvada, Colorado, with my values were shaped in the Midwest, where I developed a strong passion for making a positive impact on the people around me. Sharing my passion for matching patterns to outcomes and blending stoic lessons from history to make intentional choices. 

I've found while everyone else is talking, I listen, build an understanding, and share ideas. My personal approach is authentic and professional process disciplined. My client's priorities drive us to exchange ideas that uncover "Black Swan's" or the sometimes-hidden reason for achieving or sabotaging goals. As your advisor, we work together to correct or celebrate financial behaviors that get you to your goal.

Partnering with serious investors adding support as they navigate their changing life chapters. Think about: retirement, marriage or divorce, planning an efficient estate transfer or receiving an inheritance. No two cases are the same; my team and I enjoy taking on the complexities of each scenario. That’s why I work with a network of professional accountants and lawyers, that should you need can add support.

It's a privilege to serve as an advocate on something so personal and meaningful as my clients financial journey.

I invite you to experience the dedication and focus you deserve. It all begins with a conversation – take ownership, call or message us today about owning your path.