I am passionate about the life-changing impact that a written financial plan can bring to a family. Through the process of financial planning, I can help families bring their money into alignment with their values, so that each day they are living in a way that is more meaningful to them. With the intention and forethought which arises through the financial planning process, I can help clients live a life of choice and dignity, however they define it. Using my background in the investment industry and my knowledge as a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist, I view my work with my clients as a calling.
I was born in Kansas City but moved several different places during my youth. During those formative years, I spent many of my summers in Colorado Springs. I love the beauty of the mountains. I have a wonderful family, including two young grandchildren. When not working, I travel as much as I can, having visited 49 of the 50 U.S. states and 15 different countries. I also enjoy a good cigar, my dog, and playing Dungeons and Dragons (I never grew out of that). Finally, I have progressive hearing loss which is now pretty profound and understand how isolating that hearing impairment can be. I’m very proud that our team supports H.E.A.R.S., a non-profit 501(c)(3) organization dedicated to providing funding for hearing aids and preparatory services to hearing and financially challenged Coloradans in the El Paso County area.