As a financial advisor, my focus is to educate clients and build investment plans designed to strive for their life goals. In addition to investment management, I can assist clients with any long-term care, life insurance, and annuity needs. Our team philosophy is that we are not only helping clients manage their money, but we are helping our clients manage their relationship with their money.
I moved to Colorado Springs in 1998 to attend the University of Colorado Colorado Springs and ski the Rocky Mountains. I graduated in 2003 with a bachelor’s degree in economics and a minor in political science. During my senior year, I served as student body co-executive. I went on to complete a master’s degree in business administration from Regis University in Denver in 2013. I have served on the University of Colorado Colorado Springs Alumni Board and my homeowners association board. I joined Concurrent in 2020 .
Along with spending time with my husband, Jeff, and our two boys, I enjoy skiing, cycling, hiking, doing yoga, and reading a good book during my free time. I bake the best brownies and love living in the mountains, but dream about my next visit to the beach.