I began my career in the US Army, working in Human Resources and helping fellow Soldiers establish retirement accounts and understand retirement savings. While transitioning from the military, I joined Edward Jones as a Financial Advisor. To better serve my clients, I earned the Accredited Asset Management Specialist (AAMS®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Retirement Planning Specialist (CRPS®) professional designations.
I begin the advising process with a conversation. I listen closely to understand my clients, their stories, and what is most important to them. Then, using an established process, I build personalized financial strategies that include educational components aimed at empowering and assuring my clients. Once the strategies are in place, I maintain regular contact with my clients to keep them on track. To ensure comprehensive attention, I regularly work with my clients’ CPAs and attorneys, always respecting confidentiality.
I serve serious investors with wide-ranging goals. I help retirees and those approaching retirement live with ease and comfort. Many of my clients are families with whom I establish strategies for multigenerational wealth management. Growing up in a middle-income household of self-starters, I especially enjoy supporting and elevating middle-income families and self-employed individuals.
Outside of my role with Edward Jones, I am active in my community. I am a member of my oldest son’s Parent Teacher Organization and organize various community outreach events with my son’s schoolmates. I am an Executive Committee Member at Large for the Colorado Springs NAACP. My branch and I also participate in numerous charitable events throughout the year. I spend my free time with my family, hiking, biking, traveling, and cooking. After decades of relocation, I am delighted to call Colorado home.
If you want help retiring with confidence or are interested in a second opinion, give my office a call. I will be happy to help get you on track.